NextPOS Software Manual Software Version 2.8 User Manual (Fifth Edition)

Transcription

1 NextPOS Software Manual Software Version 2.8 User Manual (Fifth Edition) Published By NextPOS Corporation PO Box 271 Standard, CA U.S.A. Phone: (209) Fax: (209) Web: Copyright NextPOS Corporation. All rights reserved. No part of this User Manual, including interior design, cover design, and screen shots, may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording, or otherwise) without the written permission of the publisher. NextPOS Corporation distributes this User Manual in the United States, and other countries, where it's relating product, NextPOS For Restaurants software is distributed. ATTENTION: THIS MANUAL IS DESIGNED FOR NEXTPOS FOR RESTAURANTS PRO VERSIONS 2.8 OR GREATER. SOME OF THE FEATURES DESCRIBED IN THIS MANUAL WILL NOT BE AVAILABLE IN EARLIER VERSIONS OF NEXTPOS FOR RESTAURANTS. LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: NEXTPOS CORPORATION HAS USED THEIR BEST EFFORTS IN PREPARING THIS USER MANUAL. HOWEVER, NEXTPOS CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS USER MANUAL AND SPECIFICALLY DISCLAIMS ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. THERE ARE NO WARRANTIES THAT EXTEND BEYOND THE DESCRIPTIONS CONTAINED IN THIS PARAGRAPH. NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES REPRESENTATIVES OR WRITTEN SALES MATERIALS. THE ACCURACY AND COMPLETENESS OF THE INFORMATION PROVIDED HEREIN AND THE OPINIONS STATED HEREIN ARE NOT GUARANTEED OR WARRANTED TO PRODUCE ANY PARTICULAR RESULTS, AND THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY INDIVIDUAL OR ORGANIZATION SITUATIONS. NEXTPOS CORPORATION SHALL NOT BE LIABLE FOR ANY LOSS OF PROFIT OR ANY OTHER COMMERCIAL DAMAGES, INCLUDING BUT NOT LIMITED TO SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR OTHER DAMAGES. THE ABOVE LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY ALSO APPLY TOWARD NEXTPOS CORPORATION S SOFTWARE PRODUCTS TO BE USED IN CONJUNCTION WITH THIS USER MANUAL, AS STATED IN THE END USER LICENSE AGREEMENT IN THE UNDERLYING SOFTWARE DISTRIBUTION SET. TRADEMARKS: NextPOS For Restaurants, NextPOS Data Polling Utility, NextPOS Localization Manager Utility, NextPOS Data Management Suite, NextPOS Gift Certificate Server, NextPOS Field Proven Reseller, Restaurant Operations Simplified, QuickPOS, and Remsoft are the trademarks of NextPOS Corporation. All other registered trademarks, trademarks, service marks, or trade names are the properties of their respective owners. Manufactured In The United States of America

2 Table of Contents I Chapter 1: Introduction...7 NextPOS For Restaurants Introduction... 7 The Structure of the User Manual... 8 User Manual & Software Interface Conventions... 9 Minimum System Requirements Supported POS Peripherals Supported Windows Operating System Versions Supported Language & Special Multilingual Capabilities About the Credit Card Interface Chapter 2: Hardware Setup...17 Setting Up Network & File Sharing Between Computers Network Hardware Installation & Setup Windows Networking Setup Shared Folder Setup Testing Network Configuration Setting Up Touch Screen Monitor Setting Up Light Pen Device Setting Up POS Printers Serial POS Printers Parallel POS Printers Printer Driven POS Cash Drawer Serial Cash Drawer Setting Up Serial Customer Pole Display Setting Up Keyboard Interfaced Magnetic Ink Check Reader (MICR) Setting up Keyboard Interfaced Magnetic Strip Reader (MSR) Setting Up Keyboard Interfaced Barcode Reader Setting Up YES-TELE Identifier Caller ID Monitoring Box Microplus Kitchen Video System For NextPOS Label Printer Chapter 3: Software Setup...36 Installing NextPOS for Restaurants Upgrading NextPOS Proper Screen Resolution Keep the Taskbar on Top of Other Windows Taskbar option (Figure 1.5) Registering NextPOS for Restaurants Selecting the Startup Database File Chapter 4: Store Settings...41 Field Name Descriptions General Tab Services Tab Pref. Tab Misc Tab Page Page Page Other Tab Additional Preferences Button Page 1: Page

3 Table of Contents II Page Page Page Page Page Chapter 5: Credit Card interface Setup...70 Credit Card Interface Setup Chapter 6: Station Settings...71 General Tab Kitchen Tab Pref 1 Tab Pref 2 Tab Pref Port Settings Tab Chapter 7: Security Settings...80 Chapter 8: Standard Information Setup...83 Postal Codes Delivery Streets Dine In Table Groups Dine In Tables Dine In Table Editor Cash Trays Surcharges Discounts Bank Card Files Bad Check Reasons Bad Check Penalties Chapter 9: Custom Printer Types...91 Field Name Descriptions How To Convert Control Codes Control Code Conversion Chart Chapter 10: Employee Setup...95 Job Titles Employee Files General Tab: Payroll Tab Driver Employee Schedules Multiple Jobs Per Employee Chapter 11: Restaurant Menu Setup Menu Categories Modifier Builder Template Setup Menu groups Menu Items Page Page Sub Level Item Notes: Menu Item Auto Prices Menu Modifiers

4 Table of Contents III Forced Menu Modifiers Pizza Builder Summary Chapter 12: Restaurant Inventory Setup Inventory Groups Inventory Locations Inventory Vendor Inventory Items Menu Item Recipes Chapter 13: Time Card System Clock In To the Time Card Clock Out From the Time Card Review Current Earnings Report Review Current Work Schedule Edit Unpaid Time Cards Send Local To Other Employees Chapter 14: Order Entry System Using the Table Filter Feature Using the Hostess & Reservation Feature Chapter 15: Using Reservations Reservations Feature Chapter 16: Order Entry System Create New Order Operating The Order Entry Screens To Discount Certain Menu Items To Apply A Cash Discount Settling an Order Cash Tender Other Features in the Order Settle Screen Settle Screen Options Applying A Hold Time To An Order or Item How to Apply a Credit Surcharge Miscellaneous Customer Info Chaining Orders Sending an Order Details Button Void Button Half Button Weight Button Quantity Button Menu Groups Recall Existing Orders Voiding the Entire Order Reverting an Order Quick Service Screen Chapter 17: Staff Bank System Enabling Staff Banking Starting Staff Bank

5 Table of Contents IV Paying Orders to Staff Bank Ending Staff Bank Server Bank Differences Explained Chapter 18: Cash Register System Cashier Sign In to Activate Register Cashier Sign Out to Deactivate Register Authorizing Credit Cards Settling An Open Order Tracking Settled Orders for Frequent Diner Points Refund Money to Customer Open Cash Drawer (No Sale) Selling Gift Certificate or Gift Card Issuing Customer Credit Voucher Issuing Pay Out Chapter 19: Delivery Tracking System Assign Delivery Orders to Driver Review Delivery Status Mark Delivery Orders As Arrival Driver Money Drop Chapter 20: Operations System Receive Payments Section Revenue Center Section Frequent Diner Section In House Charge Section Inventory Activities Section Other Tools Section Chapter 21: Payroll Preparation How to Perform Payroll Preparation Chapter 22: Basic Information Management Review Local Video Surveillance Control Center Video Surveillance Review Browser Create Menu Item Labels Maintain Payouts Maintain Manager Cash Outs Global Menu Item Price Change Maintain Customer Records Create Customer Address Labels Maintain In House Charge Accounts Maintain Frequent Diner Accounts Maintain Frequent Diner Tracking Maintain Customer Credits Maintain Gift Certificates Record New Bad Check Follow Up Bad Checks New Purchase Order Review Purchase Order Create PO From Shopping List Create Inventory Item Labels

6 Table of Contents V Receive Inventory Items Remove All Access Denied Logs Remove All Caller ID Logs Remove All Customer Names from Orders Remove Redeemed Gift Certificate Swipe Card Info Remove Prior Manager Cash Outs Remove Prior Reservations Recalculate Orders Delete Master Data Chapter 23: Sales Reports Chapter 24: Gift Certificate Reports Chapter 25: Register Activity Reports Chapter 26: Customer Reports Chapter 27: Employee Reports Chapter 28: Inventory Reports Chapter 29: Audit Trail Reports Chapter 30: Other Reports Exporting Reports Chapter 31: Database & Support File Information Database & Support Files Database Engine Used Database Recommended Limits Chapter 32: Database Maintenance Activities Compact Database Jet Compact Utility Backup Database Monitor Client Connections Registry Entries Chapter 33: Software Maintenance Activities Downloading the Latest Software Upgrades Software EXE & DLL Release Versions Updating the Software License Registration Key Chapter 34: Frequently Asked Support Questions Chapter 35: Certified Hardware List Chapter 36: NextPOS Data Polling Server Chapter 37: NextPOS Localization Manager NextPOS Gift Certificate Server SERVER GUIDE NextPOS Gift Certificate Server (CGS) Installation Procedures: NextPOS Gift Certificate Server (CGS) Setup Procedures: NextPOS Gift Certificate Server (CGS) Operation Procedures: CLIENT GUIDE NextPOS Gift Certificate Client Script Installation Procedures: NextPOS Gift Certificate Operation Procedures:

7 Chapter 1: Introduction 7 NextPOS For Restaurants Introduction NextPOS For Restaurants software solution helps you better control your everincreasing restaurant management complexities. NextPOS For Restaurants software solution covers your restaurant operations with a full array of features. Whether you re just looking to automate your order entry and cash register procedures, prevent employee mistakes, prevent cash drawer shortages, better track inventory, start offering in house charge accounts, start offering a frequent diner program, or to start tracking customer sales history, you ve chosen the right solution to do the job! NextPOS For Restaurants software solution is affordable and feature rich. Besides the capability as a full-featured restaurant point of sale system, the following features are also included at no additional cost: Inventory Management Module with Auto Depletion By Sales Capability Gift Certificate Sales, Tracking, & Redemption Module Customer Credit Voucher, Tracking, & Redemption Module In House Charge Account & Billing Statement Creation Module Frequent Diner Module with Customized Automatic Reward Creation Microsoft Streets & Trips 2001/2002 Mapping Software Integration Web CAM Digital Camera Support Module For Better Security Control 8 Line Caller ID Monitoring Module Supporting YES-TELE Identifier Customer Bad Check Tracking & Prevention Module Localization Manager with 100% Multilingual Support These modules would normally cost hundreds or even several thousands more with our competitors packages. However, at NextPOS Corporation, we believe in providing a complete package at an affordable price, enabling you with the technology that will propel your restaurant business to the new levels! The entire NextPOS For Restaurants software solution is extremely user friendly and very simple to learn. However, we still feel that a complete User Manual that covers every feature in the software would be necessary. In order to take the full advantage of our software system, we strongly recommend that you take some time to read this User Manual before diving into our software solution. If you do not find any information about a question that you need to address, then please review the F.A.Q. in the back of the manual to see if your issue is addressed there.

8 Chapter 1: Introduction 8 The Structure of the User Manual We have divided this User Manual into five parts in order to help you better focus on the key topics. You are not required to have prior knowledge of any restaurant point of sale software or even our software solution to this manual. We are assuming that you re diving into the world of automated POS solutions for the first time. This user s manual will teach you everything that you need to know about using our POS software solution. Although we do not require you to know how to use our software yet, we do strongly recommend that you be near a computer that has NextPOS installed or a computer that you can install NextPOS on. Practice makes perfect! After each topic, you should try the procedures defined on how to use our software before proceeding further with the manual. This will give you a better understanding of our software and the way that it works.

9 Chapter 1: Introduction 9 User Manual & Software Interface Conventions To help you read this manual faster, we have introduced several standard conventions used throughout this User Manual. The standard conventions will help you spot the action, names, or other topics from the normal contents. The following are the User Manual conventions used:! Any reference to dialog boxes, screen names, or action commands will be show in Bold.! Any reference to an example of what to enter into a text field or what to use for a name will be in quotes.! If you see directions like text > text > text > text. This will be telling you to click the first text > click the next text > click the next text > click the next text. For example Back Office > Setup > General Settings > Cash Trays will be directions to get you to the cash trays screen. There are also some software conventions that we have used throughout our NextPOS For Restaurants program. You might also want to pay attention to these, as it will help you understand why the software interface looks a certain way sometimes. The following are the Software Interface conventions used:! Disabled State: Any buttons that is grayed out is considered in disabled status. While the button is in the disabled state, it cannot be clicked. This state indicates that this particular feature is not available. For example, if you have not started the cashier, then all the money handling buttons such as the Settle or Pay Out will be disabled.! Blocked Out State: Any buttons that is completely darkened without any caption or graphic is blocked out. While the button is in the blocked out state, it cannot be clicked and it will not have any description. This state indicates that this particular button is not defined for any feature. The cause for this state is generally related to a specific feature been turned off. For example, if you have turned off the Show Register Features in the Station Settings, then all the money handling buttons will be blocked out, or darkened completely.! Flashing State: To grab the users attention for a specific action button, sometimes we will make an important button flash in color. This will help the user being able to spot this action key more easily to complete a task. For example, the Clock In, Clock Out, or the Money Drop buttons are all shown in flashing color.

10 Chapter 1: Introduction 10 Minimum System Requirements The following are the minimum system requirements you will need in order to run NextPOS for Restaurants software. However please keep in mind that the better your systems configuration is the better performance you will experience. Computer Used for Point of Sale Activities This computer is used mainly used for point of sale transactions, or back office activities. In the case of a single station setup, this computer may also contain the database file for the restaurant. In a multi-station scenario, the database file may be located on another computer with a bit more processing power.! 300 MHz or higher CPU (From Intel, AMD, or others)! 32 MB or higher RAM (64 MB RAM is strongly recommended)! 100 MB or higher of free hard drive space (If POS only)! 300 MB or higher of free hard drive space (If contains database)! Video display supporting 800 by 600 pixel screen resolution! Windows 95, 98, 98SE, ME, NT4, or 2000/XP operating system! Enough serial and parallel ports for all your intended peripherals! 10/100 network interface card if to be connected to your LAN Computer Used for Hosting the Database File This computer is used mainly for hosting the database file for other networked POS client computers. You may wish to have a computer that hosts the database file by itself when you using 3 or more POS stations connected to your network. This station could still also host the POS Software if you so desire.! 500 MHz or higher CPU (From Intel, AMD, or others)! 64 MB or higher RAM (128 MB RAM is strongly recommended)! 300 MB or higher free hard drive space! A reasonably fast hard drive (The higher its RPM, the better)! Video display supporting 800 by 600 pixel screen resolution! Windows 98SE, ME, NT4, 2000/XP operating system! Enough serial and parallel ports for all your intended peripherals! 10/100 network interface card for local area network connection

11 Chapter 1: Introduction 11 In addition to the above requirements, we also strongly suggest that each computer be equipped with an uninterrupted power supply such as a unit from American Power Conversion or UPC. If your computers will participate in the local area network, you will also need to setup the Ethernet hub with 10/100 capabilities and operating it at the 100BaseTX network speed for maximum efficiency. We also recommend the use of Category 5 network cables for you networking needs. We strongly recommend using a WIRED network as opposed to a wireless network. Wireless networks are unstable and can cause serious issues with a database Again, the above configuration is geared toward a general installation. Your exact installation requirements may vary. So, please be sure to consult with your reseller or local computer technician for a more in depth analysis of your setup requirements. Tip: A faster CPU, more RAM, and a faster hard drive with a high RPM such as 7200 and low seek time such as 8-9ms will definitely improve your overall system performance and reliability. Also, if at all possible, try to avoid using Windows 95 and Windows 98 First Edition. We recommend that you use Windows 2000 or XP; these operating systems are very reliable choices for your POS System. Also, when deciding on which computer to buy, the brand name does not matter, just be sure that the components that are in the computer are of a high quality. You should keep this in mind because when shopping for a computer you maybe able to find a generic brand with very quality components that will cost you hundreds of dollars less than a Brand name computer, which may have the exact same components as the generic computer. We are not suggesting that you go out and buy the cheapest PC available. Rather we suggest that you check out the generic computers with quality computers before you go and spend hundreds more on computers just for the name. So do your homework on the system and the value of that system before you decide on which system is right for you. Here are a few quality computer manufacturer and reseller websites:

12 Chapter 1: Introduction 12 Supported POS Peripherals NextPOS For Restaurants has support for a wide variety of point of sale peripherals. The following is a partial list of POS peripherals currently supported. If you have the printers Escape Control Codes for a printer not listed and are comfortable doing this kind of work you can create your own printer configurations to use with NextPOS. Point of Sale Receipt Printer! Support for Parallel, Serial, or USB interface! Ability to support almost all available printers when the printer escape control codes are properly defined, or simply printing through Windows graphical method! Built-in support for Epson TM-U200, Epson TM-T88II/III, Star SP200, Star SP300, and other common POS printer types! Ability to print barcode on receipt with Epson TM-T88II/III printer! Check out pos.epson.com or for their line of POS printers Point of Sale Cash Drawer! Support for Printer Driven cash or Serial Interface cash drawers! Check out or for their line of POS cash drawers. We recommend MS cash drawers. Touch Screen! Must support 800 by 600 pixel screen resolution! We strongly recommend the touch screen be Serial interfaced! We strongly recommend ELO Touch s 5-Wire Analog Resistive touch technology enabled touch screen monitor or LCD display. However, we DO NOT recommend the use of any screen overlay add on touch kits that is not integrated with the monitor itself.! Check out or for their line of touch screen products. Light Pen! A viable and more affordable alternative to touch screens! Check out for their line of light pens. Customer Pole Display! Must be Serial interfaced and support the UTC command set MICR, MSR, and Barcode Readers! All must be keyboard interfaced! MSR card reader must be able to handle Track 1&2 reading.! Serial models are not supported

13 Chapter 1: Introduction 13 Tip: When selecting a touch screen, be sure not to order the cheaper overlay add on kit that you simply hang on top of your monitor. These units are not reliable or accurate. The touch screen should be integrated into the monitor or LCD display itself. Also, for restaurant environments, we recommend the 5-wire analog resistive touch technology. Make sure you install the correct touch screen driver for your version of operating system. Additionally, we recommend the Serial interfaced touch screen models for better reliability. When ordering your printers, if at all possible, order the parallel printers instead of Serial models. Serial printers are more difficult to setup and may work improperly if not setup right. With serial printers, you will have to verify that the printer s dip switch settings are set to the right parameters, the printer cables are capable of printing, the pin-outs are done correctly, and also that the computer serial port have to match the serial printer s setting to handle flow control. Serial printers can be up to 50ft away from the computer it is attached to. These issues are not present with Parallel printer models. You simply plug the parallel printer into your parallel printer into your computer s parallel port, and then install the printer in Windows, and you re finished. If you need to extend your parallel printer beyond 25 feet of distance, you can use a parallel port extension kit to accomplish this goal, more details to be discussed in setting up POS printers section in the next chapter. Another benefit of using the parallel printers is that the Windows spooler will be able to detect paper out or printer off line status, and hold the print job in the computer temporarily. This helps you complete your printing of receipts after you have changed paper or other scenarios. If you have multiple serial port devices, do not daisy chain the serial devices and share them on the same serial port. If you share serial devices on the same serial port, then conflicts between IRQ settings will arise, and may result in system crashes or freezes. Supported Windows Operating System Versions NextPOS For Restaurants supports all 32 bit versions of Windows desktop operating systems: Windows 95, Windows 98, Windows 98SE, Windows ME, Windows NT 4.0 with SP3 or later, Windows 2000 Professional, and Windows XP Home and Pro editions.

14 Chapter 1: Introduction 14 Supported Language & Special Multilingual Capabilities NextPOS For Restaurants software currently supports English, Spanish, and Chinese languages for 100% of the screen interfaces, both in the POS and Back Office sections. The fact that these languages are listed as fully supported doesn t mean you can t translate the software yourself. NextPOS supplies a utility that will assist you in translating the software to whatever language you desire. This is the Localization Manager Utility. This utility can be found on your NextPOS for Restaurants CD-ROM. The use of this utility will be discussed later in this manual. In addition to supporting multiple languages, NextPOS For Restaurants also has the capability to specify primary and secondary menu item and menu modifier names. With this capability, for example, you can use the English equivalent of the menu or modifier name in the primary language field, and then use the Spanish or another language equivalent in the secondary language field. Now, you can toggle a switch in the system options (Explained in later chapters) to have the guest receipt and screen output shown with primary language names, while the kitchen receives the secondary language (i.e. Spanish) receipt print out. Kitchen staff and wait staff speaking different languages is no longer a barrier, as the POS software will automatically allow the wait staff to enter their order in one language, while the kitchen staff receives the order in another language of your selection. (Of course, you will have to program the menu first for it to work!) Another feature with our multilingual system is the Follow-Me language display capability. With Follow-Me, when you login to the system, the screen interface will display in your preferred language as you have specified in your employee settings. (Explained in later chapters) With this feature the entire screen interface language will change to accommodate your language preference. Additionally, Follow-Me will also let you define your menu and modifier name viewing options. With this the employee will be able to view both the menu items and modifiers in the primary language or secondary language. This way, if you have English in the primary language field of the menu item, and Chinese in the secondary language field of the same menu item, then an employee who has specified to view menu items in the secondary language, then he/she will see all the menu items or modifiers shown in the secondary language. Remember if you are using a language other than English, Spanish, and Chinese you will have to use the Localization Manager Utility to translate the software. The secondary language field mentioned above CAN be used with any language but any other part of the software will be in English, Spanish, or Chinese. If you are using Windows 2000 or XP, you will have native Chinese support without the need for translation software. For help on setting this up, please refer to the Windows help system. Follow-Me technology truly enables a restaurant with different ethnic employees to work together and use the system with the language of their choice.

15 Chapter 1: Introduction 15 About the Credit Card Interface NextPOS for Restaurants software has a built in interface for processing credit card sales and transactions with a third party credit card software called PCCharge. However, only limited integration is provided with PCCharge. PCCharge software is also referred to as Active-Charge Software. This is a third party program developed by Network Commerce, also formerly known as Go Software Inc. We may use the product name PCCharge or Active-Charge interchangeably, since both products are virtually the same. NextPOS Corporation does not provide any technical support on this third party software. The following is a list of what NextPOS will and will not do in terms of integration with PC Charge Software: Yes, we do provide Credit Card sales processing integration with PCCharge software. NextPOS does not support ATM/Debit card integration, Check Guarantee Processing Integration, Credit Card Void processing integration, Credit Card Return Processing integration, Integrated Batch Upload, or Credit Card Report integration with PCCharge software. In general, the only feature of integration that we provide to PCCharge software is the integration of Credit Card Transaction Processing. No other integration is provided with PCCharge software at this time. It is important to keep in mind that if you receive an error while processing your credit card through our interface to PCCharge, and the message tells you that the error was returned by the Active-Charge/PC Charge software, then we cannot provide support on that matter. Even though NextPOS returned the error, it is just passing the message along through our interface so that you can see it while in our software. For all of the features that NextPOS does not directly support you can perform these actions within the PCCharge software itself. For example, if you need to do a credit card return then you can do it through the PCCharge software directly, but if you do this be sure to do a return in NextPOS as well so that the balances will be correct. If you have any questions regarding the PCCharge product please visit their website at

16 Chapter 1: Introduction 16 TIP: If you are not sure which process to go with, either the Bank Terminal or PCCharge integration, we recommend the use of the Bank Terminal only because of the limited capabilities of the interface.

17 Chapter 2: Hardware Setup 17 This chapter guides you through some basic hardware setup procedures. It is by no means a complete and in depth setup review of your specific POS hardware, but will certainly get you going on the hardware setup process. We try and keep this manual easy to read and understand so any person can complete the installation with confidence. Due to the technical nature of computers we do recommend that the person setting up the hardware and software has a general understanding of Windows and basic use of its functions. If you have never used a computer or Windows before, or are not real up to date with computers or Windows, then we strongly recommend that you either familiarize yourself with Windows and new computer operations before you proceed any further in this user manual. There are many books you can get to familiarize yourself more with computers and Windows. Just visit you local bookstore or online bookstore for great titles and deals on these types of books. With a basic understanding of Windows and computers the setup process will be much easier and less time consuming. If you do not wish to learn more about computers and Windows, you can always have a professional computer technician do the hardware and/or software setup of your POS system for you. Setting Up Network & File Sharing Between Computers If you have more than one computer participating in the point of sale activities, more than likely you will be networking them via a Local Area Network or LAN. Setting up Windows networking is very simple. The following are the general steps you will take to have a network up and running in no time. Note: You should also read the help on networking in Windows to help you understand all this in more detail as well. This will greatly help you understand the setup procedures and reduce the time it will take to setup the network. After your new network is setup and operational, this manual will also guide you through how to configure a shared folder on the computer containing the database so that all of the POS client computers can connect to this central shared folder for concurrent operation with the POS database. Network Hardware Installation & Setup 1. Place your 10/100 Ethernet network hub or switch in a desired location safe from electrical interference or human interaction. Then plug the power cable to the hub when ready.

18 Chapter 2: Hardware Setup Plug one end of a Category 5 Ethernet cable to any open port on the hub or switch, and then other end of the cable into the computers Ethernet port at the desired location where you will setup your POS Station. Repeat this procedure for each computer to be networked together. Ensure you have purchased a license for each POS station in order for it to work simultaneously on the NextPOS network. 3. For each of your computers, if the network interface card is not already installed, then follow the network interface card s installation manual to install your new network card. Every network card installation is different, so we will refer you to the manufacturer s instructions. This setup includes the hardware and Windows driver installation. Installing a network card is fairly simple, and should take less than 10 minutes to complete. 4. Once your computers have network cards installed then plug your Category 5 Ethernet cable into the network card s plug. The network card s plug looks a little bigger than the standard telephone plug. This plug is called an RJ45. Now you re ready to proceed to configure your Windows Network, assuming that your network card is correctly installed and driver is properly setup! Windows Networking Setup Preparation: Before you dive into this and perform your configuration, we suggest you get a piece of paper and a pen. Here you will write down crucial network information that you will need for setup later on. On the blank piece of paper, first write down the network workgroup name you wish to use for all of your computers. This name must be the same on all of your computers participating in this network. For example, you can designate your workgroup name Restaurant. Then for each of your computers, write down a descriptive name for the computer name specific to that computer. For example, POS1 for point of sale computer number 1 or Server for the computer that hosts the database. Make sure that your computer names are unique, and do not contain spaces or apostrophes, and is 15 characters or less. Now, for each of your computer names, write down the appropriate TCP/IP address. An example of a TCP/IP address is The following is an example of a network setup. Under the computer named Server, you would write down , then under the second computer name, you would write down , and then under the third computer name, you would write down , and so on for each station assigned to the network. These are common IP addresses used in a network setup.

19 Chapter 2: Hardware Setup 19 Lastly, we will write down the TCP/IP net mask IP address for all of the connected computers. If you have used the IP addresses listed above as your computers IP addresses, then you can write down the subnet mask as Now you re ready to begin a Windows network configuration. Power on your network hub or switch, computers, monitors, and any other attached peripherals if not already done so. (Note: This procedure is to be repeated for each computer) When Windows has fully loaded, locate the Control Panel in the start menu. Depending on what version of Windows you are running determines where it will be located. See Windows Help if you are unable to locate it in your version. Find the Network icon and launch it by double clicking on it. The network properties dialog screen will appear where you will configure your network. (Note: If you are using Windows XP you will first have to select which network connection you want to work with, and then select the properties of that connection to get the properties dialog screen.) You will first need to enter or modify the Computer Name and Workgroup Name as described earlier for this computer. Click the Identification tab to go to this screen. Then in the Computer Name and Workgroup fields, enter the appropriate names you have already assigned each computer in the earlier preparation step. (Note: Again if you are using Windows XP this information will be in the properties of My Computer. Click the Change button to change this info.) Next, you will need to install the network protocols and services. Click the first tab named Configuration. Verify that the following items have been installed in the box labeled The following network components are installed: Client for Microsoft Networks! To add the above client, click the Add button. A pop up dialog screen will appear, called Select Network Component Type. Click the first choice Client, and then click Add button located in the upper right hand corner of this dialog screen. Once you clicked this Add button, another pop up dialog screen will appear called Select Network Client. In the left box called Manufacturers, select Microsoft, and then in the right box called Network Clients, Click the Client for Microsoft Networks option, and then Click the OK button when finished.

20 Chapter 2: Hardware Setup 20 Dial-Up Adapter (Modem)! This item should already be installed if you have a Modem on this computer and your Modem driver was successfully setup earlier. If you do not see this item in the list and you have a Modem, then your Modem may not be installed correctly. By default Windows usually installs this item for you. Ethernet Card (NIC) Brand Name based Ethernet Controller! This item should already be installed if your network card and driver was successfully setup earlier. If you do not see this item in the list, then your network card or driver may not be installed correctly. TCP/IP -> Dial-Up Adapter! These are the TCP/IP settings for your modem. These settings should not need to be changed and are only for using the Internet. TCP/IP > (NIC Brand Name) based Ethernet Controller! This item should be installed already in most cases. If it is not present you will need to Add the TCP/IP protocol in order for your computers to communicate with each other. To perform this click the Add button in the Network dialog screen. A popup dialog screen will appear. Find the Protocol entry, select it, and then click the Add button to continue. Once the Select Network Protocol dialog screen appears, in the left box named Manufacturer, select Microsoft. Now in the right box named Network Protocols, select TCP/IP. Then Click the OK button to finish your selection. The reason we favor TCP/IP over NetBEUI is that TCP/IP is a very popular protocol used in networking and is also used to run the Internet. Now that you have added all the necessary network components to this computer, you are now ready to specify this computer s IP address and net mask address. While in the Network dialog screen, select the TCP/IP (NIC Brand Name) based Ethernet Controller item (NIC Brand Name is the placeholder for the name of your network cards brand name) and then Click the Properties button. You will see the TCP/IP Properties dialog screen appear, make sure you re in the IP Address tab. Check the Specify an IP address radio check box, and then enter the appropriate IP and subnet mask (or net mask) addresses into the IP Address and Subnet Mask fields. Refer to your preparation paper under this computer name to find out what the number will be. Once finished, Click the OK button to save the changes. The last step in completing the network configuration for this computer involves sharing your files and printers. Once you re back to the Network dialog screen, Click the File and Print Sharing button on this screen. When the pop up screen appears, check both options I want to be able to give others access to my files and I want to be able to allow others to print to my printer(s). Then Click the OK button to save the changes.

21 Chapter 2: Hardware Setup 21 Security Warning: If your network is connected to the Internet you should install a Firewall, either hardware or software based, to prevent a potential outside attack. This is especially true when using File & Print Sharing capabilities. At this point, you will be back to the Network dialog screen again. Now for the Primary Network Logon option, choose either the Client for Microsoft Networks or the Windows Logon. The main difference between these two is that the Windows Logon will automatically log you in to Windows without asking for user name or password. When all this is done, you can now finally Click the OK button in the Network dialog screen. Windows will pop up a confirmation screen asking you if you wish to restart your computer. Select Yes to restart this computer which will register and complete the changes you have made to the Network settings. The network configuration will only take effect once you have restarted your computer. While this computer is restarting, you may now go to your second computer on your list to configure that one. You will follow the exact steps for each and every computer you have on your POS network. Shared Folder Setup Once you have setup your network, you re now ready to designate a folder as Shared that will contain your restaurants database. All other client computers on your network will connect to the database contained in this shared folder. This folder will be on the designated Server computer where the NextPOS database is installed by default under C:\Program Files\NextPOS Corporation\NextPOS for Restaurants\ name of your restaurant here.mdb. For example NextPOS.mdb would be the file name. Once you see this folder, select this folder icon and then either Right click with your mouse or press Shift + F10 on the keyboard to trigger the popup menu. In the popup menu, select the Sharing menu item now. When the sharing dialog screen appears, you will select the Shared As option first. Then the majority of the following screen will be enabled. Type in a shared name such as Data in the Shared As field. The shared name should not have any spaces or apostrophes. Next, for the Access Type, select Full. For the Passwords field, you may leave it blank. Click the Ok button now to save your changes. Now if you take a look at your folder, there should be a hand underneath this folder. This indicates that this folder is now designated as a Shared folder.

22 Chapter 2: Hardware Setup 22 Testing Network Configuration Now that you have configured the network, you re ready to test to see if the network is operational. There are two tests that you can perform. The first test is to use the Ping command in MS DOS. Click on the Start button now, and then select the RUN option. Now type Command in the open field of the Run dialog screen. You will now see the MS DOS screen appear. Go ahead and type in PING xyz, where xyz is the name of a remote computer name that you have specified earlier in the setup. For example, use Ping POS1 then press the Return key to issue the command. Wait and see if there are any replies. Also, check out the Packet Loss information, this value should be zero to notate that your network is successfully configured. If your Ping results returned failures, then try another remote computer name. If the problem persists, then your network may not be correctly configured. Now you will need to consult with the Windows network troubleshooter or a qualified network technician to check out your problem. However, if you have followed the procedures as outlined, your network should be running properly. The second method of network verification is to Double Click the Network Neighborhood icon (or My Network Places if in Windows ME, Windows 2000, and Windows XP). Then you should be able to see all of the other computers on the network at this point. If you then Double Click on any of the computers listed, you should be able to access that computer s shared folders. (On Windows ME, 2000, or XP, you will need to Double Click the Computers Near Me icon first before the connected computers will show up) If the selected computer does not have any shared folders, then you may simply see a blank screen. Under no circumstance should you see any error message screen telling you that the computer is not accessible. If you do see any type of error message screen, then Windows is trying to tell you that the network is not properly configured. If this happens, of course, you will need to consult with Windows network troubleshooter or a qualified network technician to check out your problem. However, if you have followed the procedures as outlined, your network should be running properly. Although the network setup and configuration procedures are quite simple, an experienced computer technician may be able to help you set up the network faster. So, if you have any doubts as to the installation of the network, then it may be beneficial to have a qualified technician around to assist you or complete the job for you. Also, the Windows network installation help information should be referenced during your network configuration if you should have any questions. When configuring network under Windows NT 4.0, Windows 2000 Professional, and Windows XP Home/Pro the configuration screens and options may be a little different than what is shown in this section. But the general concepts that we have discussed still apply. If you are unsure on how to properly configure the network, refer to the Windows help file.

23 Chapter 2: Hardware Setup 23 Setting Up Touch Screen Monitor Touch screens are simply a marvelous technology that will help you save time and increase productivity. It removes the need to use the keyboard by allowing you to directly touch the screen on the monitor to specify different actions. If you do decide to remove the keyboard however, be sure to use a keyboard terminator on the keyboard port. The Touch screen technology has propelled the point of sale industry into a new era, allowing for simplified order entry and faster customer service. Before you start benefiting from the touch screen technology, you will have to install it. A touch screen monitor or LCD display comes with either serial or USB adapter cable. In addition to plugging the power and the VGA cables into the appropriate locations, you will need to plug either the serial or USB port for the touch sensing feature. The serial or USB cable carries the touch coordinate signal from the monitor to the computer. Once the touch coordinates arrive in the computer, then the touch screen driver installed in Windows translates it into mouse coordinate movements or actions. We normally recommend touch screens with ELO 5 wire analog resistive touch technology and a serial interface to the computer. To install your touch screen monitor or LCD display, you will need either an available serial or USB port on your computer. So, for example, if you have serial interfaced touch screen unit, then you will need an available serial port on the computer. To power on your touch screen you will need to check a few things. 1. Be sure the power cord is plugged into a surge protector or power strip 2. Verify the VGA cable is connected to the VGA port on the back of the computer. 3. Verify the serial cable is connected to the serial port on the back of the computer. 4. You re now ready to power on your touch screen monitor or LCD display and the computer. At this point, your touch screen monitor should be operational, with the exception of the touch capabilities. The touch capabilities will be available once you have installed the touch screens driver software. If at this point your monitor is not displaying any information or screen images, check the cables. If everything else seems to be correct, then you may have a defective monitor or LCD display. Contact your touch screen monitor or LCD display vendor for repair or replacement. The touch screen driver is basically a mouse emulation program for your specific touch screen. Whenever you touch the screen it will treat the touch as a mouse action, and the will carry out the appropriate mouse actions for you. You must install the appropriate touch screen driver for your touch screen to respond to your touches.

24 Chapter 2: Hardware Setup 24 To install the touch screen driver, insert the driver diskette or CD-ROM provided by your touch screen manufacturer or vendor. You can also download the latest touch screen drivers from the appropriate manufacturer by visiting their website. If you have any concern as to where to obtain the latest driver for your touch screen, contact your vendor who sold you the touch screen monitor or LCD display. If the driver is not provided with your touch screen, then you should also contact the company where you purchased the touch screen. To complete the installation of your touch screen driver, simply follow the instructions provided by the touch screens manufacturer. Every driver installation is different, and therefore we will not go into the exact details of installing the driver itself. If you have trouble getting the touch feature to work after your driver is installed and the computer has been restarted, please contact the touch screen manufacturer or your vendor for further technical support. However, please take note that when you restart your computer, the monitor must be turned on prior to the computer booting up. This is required for most touch screens, since the computer must initialize the touch mechanism in the touch screen when it restarts. Once your touch screen is fully operational, you will need to perform the screen calibration. Screen calibration is a feature of the touch screen driver. It allows you to teach the touch screen to be more accurate. You can usually find the touch screen driver program in your Windows Control Panel. Once inside, look for the Touch Screen icon. If it is not located in the Control Panel, refer to the user manual that came with the touch screen. For example, if you have an ELO touch screen, here are the steps to perform the screen calibration. Click Start > Settings > Control Panel. Once inside the Control Panel explore the screen and locate the ELO Touch icon and Double Click on it. Once inside the ELO touch screen driver program search for a button called Calibration. Click this button to launch the screen calibration. When the screen calibration starts, you will be prompted to touch the Bulls Eye target. Simply follow the instructions to complete the screen calibration. Since most of your staff will be standing up while using the touch screen be sure to do the calibration of the touch screen standing up. Standing up and sitting down makes a huge difference in the calibration.

25 Chapter 2: Hardware Setup 25 Setting Up Light Pen Device Light pens are the alternative to touch screens. If you already have regular CRT monitor, and don t want to spend more money to get a touch screen monitor replacement, then you may want to take a look at light pens. Light pens work with a normal monitor (non-touch capable) and magically use the attached pen to point to the monitor screen as if you re using a touch screen. The usage principal is identical to that of a touch screen, with the one exception. You will use the light pen to point toward the screen rather than using your finger. The biggest benefit of light pens is its cheaper cost when compared to touch screen monitors. The replacement cost is also much lower. Plus, it is screen size independent. So, you can use the same light pen on a 14 inch monitor, or a 21 inch monitor, its your call. The only catch is that light pens cannot, and we repeat once again, it cannot be used with a LCD display. That means you cannot buy a light pen and attempt to use it with your laptop LCD screen or a stand-alone LCD display monitor. Just for clarification, CRT monitors are those that are big in size, and you need two hands to lift it! The LCD is the thin monitor display that is visually appealing and lightweight! Light pens come with various interface options, and may support various operating systems. We believe that the easiest and most versatile light pen will be one that is External Serial model. This is a light pen that is self contained, and comes with a serial cable adapter for your computer serial port. The main benefit is that there will be no need to open your computer case, and the only thing you need is an available serial port on your computer to be used for the light pen device. Assuming you have an External Serial model of a light pen, all you have to do to setup it up is to connect the serial cable to your computer s available serial port. Then, you will install the light pen driver provided by the light pen s manufacturer. After a few minutes, you should be able to start using your new light pen. For example, if you take the light pen and point toward the Windows Start menu button, then touch the light pen to the monitor, the Windows Start menu will pop open, just like a touch screen. Light pens are the next best thing to touch screens. So, if you have a small budget and wish to save several hundred dollars, then take a look at light pens. You can visit for their line of light pen devices available.

26 Chapter 2: Hardware Setup 26 Setting Up POS Printers Before you will be able to start printing receipts from NextPOS for Restaurants, you will need to set up the printers in the Windows Printer Folder first. Just like most other Windows based programs, NextPOS for Restaurants also communicates with the Windows Printer Spool for management of the print jobs. The reason for this is to allow a print job to be redirected to another available printer if the printer currently trying to print the receipt is out of paper or cannot print for any reason. When this happens you will receive a message in the system telling you the printer is unavailable and will then allow you to print to different printer. Note: The print redirect will only work if ALL the systems are either Windows 98/ME or 2000/XP. You cannot have a mixture of Windows 98/ME and Windows 2000/XP machines. They use different methods of print redirect and are not compatible. You will need to setup each of the printers that you wish to access from this current computer station. This includes a network printer resource or a locally attached printer. The following are steps to adding your printer to the Windows Printer Folder. 1. Click the Start button located on your Windows Taskbar. Then go to the Settings > Printers. Click the Printers menu item choice to see which printers are installed on this computer and the network. 2. To add a new printer, whether local or networked, Double Click the Add Printer icon. The Add Printer Wizard window will appear. Follow the instructions presented by the wizard to complete the installation of your new printer. Near the completion of the wizard, you will be prompted to print a test page. Be sure to print the test page in order to make sure that you have installed the printer successfully. 3. During the installation of the printer, if you do not have the printer driver software from the manufacture, you may still install the printer with the Windows Generic Text Only Printer driver instead. The functionality of your computer will be the same although we cannot guarantee the printer will function as it would with the proper driver installed. 4. If other computers on the same network will use this printer, after the installation is complete, you need to turn on its Printer Sharing feature. Right Click on your printer icon that you have just created inside the Windows Printer Folder. In the popup context menu, Check the radio button called Shared As. Leave the share name of this printer to whatever Windows enters by default.

27 Chapter 2: Hardware Setup 27 TIP: If you do not have the printer driver for your specific type of printer, then you can try and use the Windows Generic Text Only Printer Driver instead. Again this is not a recommended course of action but it is a possible work around. Again if you need assistance in installing this type of printer refer to the Windows help file. TIP: You should choose Parallel printer instead of the Serial printer if possible. A Parallel printer is much easier to install and maintain. With Serial printers, you will need to make sure you have the right cables, the matching port settings, and the right flow control. To save time and effort, we strongly recommend the parallel printer over the Serial printer. If the parallel printer needs to go beyond 25 feet in distance then you will need an extension kit. Please read the next section about setting up a parallel printer for further instructions on how to do proceed. TIP: Ethernet based printers can be used and have been reported by customers as working with our system. However, we have not tested and do not provide support on configuring or troubleshooting these types of printers. WARNING: Serial printer cables should not go beyond 50 feet of distance. It is recommended that Parallel printer cables should not go beyond a 25 foot distance, as a specialized parallel cable extension device will be required. Please refer to the section on parallel printers for further explanation. Serial POS Printers Although Serial printers are a bit more difficult to set up, NextPOS for Restaurant software still supports it. In order for the serial printer to work properly, you must first have the correct cabling. If you don t have the cable that was distributed along with your Serial printer, you will probably have to get the serial cable from you local computer shop. Depending on the type of Serial printer you have, you may need a Null Modem Adapter in addition to your regular serial cable. This is especially true if you have purchased the cable separately from the printer. The Null Modem Adapter simply crosses your serial cable wires for you so that your printer will function properly. Once you have the correct type of cable, you will need to install the printer to your to your Windows Printer Folder. For instruction on how to accomplish this, please refer to Setting Up POS Printer or the Windows Help file on installing printers. When the printer has been successfully installed to your Windows Printer Folder, you re now ready to configure your Serial printer to the match port settings and flow control. Please refer to your printer manual for how to find out your current printer flow control and port settings.

28 Chapter 2: Hardware Setup 28 After getting the flow control and port settings from your printer, you will need to then match it with the serial port assigned to your printer. Make sure that the flow control and the port settings on both ends match exactly. Also, the flow control normally should be set to Software Xon/Xoff. For example, a Star Micronics Serial printer usually will print correct if the computers serial port flow control is set to Xon/Xoff, and its own flow control is also set to Xon/Xoff. When you are finished setting up your Serial printer, make sure you try to print a test page. This will verify that you have successfully installed the serial printer, and it is working properly. If you have any doubts about setting up the Serial printer, then we suggest you either have an experienced computer technician who understands devices do it for you, or simply go with the Parallel printer models instead. Parallel POS Printers Setting up a parallel printer is very simple. Find the parallel port on the back of the printer and attach the parallel cable to this port. Then plug the other end of the cable in to the parallel port on the computer itself. After you have finished plugging in the cable then you can proceed with the steps described above on setting up a POS printer in the Windows printer folder. Although parallel printers are much simpler to set up and maintain than a serial printer, it does have a distance limitation of 25 feet. If you want to use a parallel printer and it is going to go further than 25 feet you will need a device called a High Speed Parallel Line Extender. This device is made by a variety of different companies. One company to check out is at Their product is called the High Speed Parallel Line Extender. This kit includes two devices. One is the IC-164T and the other is the IC- 164R. Each of these devices will plug into the appropriate ports on the computer or printer. For example, the IC-164R device will plug into your Parallel port on your computer, while the IC-164T will plug into your Parallel printer port on the printer itself. (Figure 1.0)

29 Chapter 2: Hardware Setup 29 Figure 1.0 High Speed Parallel Line Extender To connect these two extension devices together, you will use a Four-Wire (RJ14) telephone cord with its plug wire twisted. This telephone cord could be purchased at any hardware and department store inexpensively. Just plug the phone cord into each of the devices telephone (RJ14) plug. This replaces your Parallel port cable, and will allow you to go to a distance of almost 1000 feet, according to the manufacturer! Printer Driven POS Cash Drawer Printer driven cash drawers are the easiest and most affordable cash drawers for you to implement in your setup. It has a cord that looks like either a RJ14 or RJ45 but is actually a cash drawer kick out interface cord. This drive kick out cord (also called a Peripheral cord) will connect to your compatible POS receipt printer drive kick out port. Your POS receipt printer will open this cash drawer by sending the appropriate power voltage to the cash drawer via this drive kick out cord. When purchasing the printer driven cash drawer for use with your POS printer, make sure that the POS printer is compatible with your printer driven cash drawer. Due to the different drawer kick out interfaces by different manufacturers, if your printer driven cash drawer is not compatible with your POS receipt printer, then you will not be able to open your cash drawer.

30 Chapter 2: Hardware Setup 30 To connect your printer driven cash drawer to your printer successfully, you must connect the drive kick out cord s appropriate plugs into the correct printer kick out plug port. Usually, the cord will have one end marked as To Printer, and the other end may be marked as To Cash Drawer or something to that effect. In addition to plugging the cord appropriately, you will also want to prevent using any kind of line coupling. For example, if the cord that came with your cash drawer does not reach your POS printer, then you must get another cord that is the correct length. You cannot couple two or more shorter lines together with a line coupler. Doing so will cause your cash drawer not to open at all! Warning: If the printer driven cash drawer is not compatible then the cash drawer will not open. Be sure that your printer driven cash drawer is interfaced to work with your POS receipt printer. To ensure this, when you order your printer or cash drawer, let the vendor know the make and models you are using so they will be compatible with each device they are interfacing with. Serial Cash Drawer Serial cash drawers are also quite simple to set up as well. Instead of connecting the cash drawer to the printer you will connect it to an available Serial port on your computer. The main benefit of using a Serial cash drawer as opposed to a printer driven cash drawer is that all POS computers can have their own cash drawers while sharing the same POS receipt printer available on the network. To set up the Serial cash drawer, simply plug the Serial cable into your available computer serial port. Make sure that no other serial devices will be using this computer Serial port. You cannot share this Serial port with any other Serial devices. Afterwards, go to Windows Control Panel > System > Device Manager, and then select Ports. Locate the Serial port which will be called Com 1, 2, 3, or whichever port the device is attached to. Right Click and go to its Properties. Inside the Properties screen, configure its port settings to that of the Serial Cash Drawer port settings. For example, if your Serial cash drawer port is set to 9600, N, 8, 1, you will want to match this setting for the computers serial port. For further information on setting up the serial cash drawer please refer to the manufactures installation manual or visit their website. WARNING: Never share your Serial cash drawer port with any other Serial devices. If you do, you might cause your system to crash because of port conflicts.

31 Chapter 2: Hardware Setup 31 Setting Up Serial Customer Pole Display NextPOS for Restaurants also has support for Serial Customer Pole Displays. These are used to show the customer what items are being ordered, the change due amount, or other customer feedback information. When ordering your customer pole display from your hardware vendor, make sure you order a pole display that will support the Serial interface. In addition, you also want to make sure that your pole display has support for the UTC command mode. There might be two modes of operations. UTC Standard or UTC Advanced. If you are having problems getting the pole display to work with our software, contact the vendor or the pole display and obtain the control codes for the pole display before contacting NextPOS. This will help in troubleshooting the pole display. To setup your pole display, simply plug it into your computers available Serial port. Make sure that your serial port settings match the settings from the pole display. Again do not share the serial port with any other device. Recommended hardware for this is the Logic Controls PD3000.

32 Chapter 2: Hardware Setup 32 Setting Up Keyboard Interfaced Magnetic Ink Check Reader (MICR) Figure 1.1 Check Scan Screen Magnetic Ink Check Reader (MICR) is used to quickly enter in your customers checking account number and their bank routing number. This device will be useful if you plan to use NextPOS for Restaurants Bad Check Tracking feature. Rather than having to key in your customers checking account bank routing number and checking account number from the check, you can simply run the check through the MICR reader. Only the keyboard interface MICR reader will be supported by NextPOS for Restaurants. The setup process is really simple. The MICR reader will come with a splitter cable for your keyboard. Your existing keyboard will plug into the one of the designated splitter plugs on your MICR readers cable. The other splitter cable plug from your MICR reader will be connected to your computers keyboard port. No software or custom configuration is necessary. When you are using the software and come to the screen shown in Figure 1.1 you would use the MICR reader to scan the check instead of manually entering in the info. Setting up Keyboard Interfaced Magnetic Strip Reader (MSR) Magnetic Strip Reader (MSR) is used for reading credit cards for EFT purposes, employee access badge, or customer account cards. NextPOS for Restaurants software can utilize the MSR reader in conjunction with appropriate cards for use in employee access control, frequent diner account, guest charge account, gift card, or simply using it for integrated credit card processing swipes. The MSR card readers must support track 1&2 operation. Most MSR card readers can be configured to use this type of operation by referring to the user manual of the device. Other notes for cards that can be used with the MSR readers are:! Cards with a maximum of 254 characters of data Figure 1.2! Information on the cards must start with a Semicolon (;) and end with a Question mark (?). MSR Cards! For quicker operation when using the POS system, keep the information on the cards to fewer than 10 characters. The longer the codes, the longer the person has to stand waiting for the information to be entered.

33 Chapter 2: Hardware Setup 33 Only the Keyboard interfaced MSR readers are supported by NextPOS for Restaurants software. The setup process is really simple. The MSR reader will come with a splitter cable for your keyboard. Your existing keyboard cable will plug into one of the designated plugs on your MSR readers cable. The other splitter cable plug from your MSR reader will be connected to your computers keyboard port. No software or custom configuration is necessary! If you have multiple devices that need to use the keyboard port, you can daisy chain them together. For more information on MSR cards and equipment on making your own cards for the readers please visit or Setting Up Keyboard Interfaced Barcode Reader Barcode readers are used for quickly scanning an item or ticket where the barcode appears. This will reduce the key entry time. For example, to quickly search orders, you can scan the customer receipt barcode. (Known support on Epson TM-T88II/III and TM-T90 Printers) Only the Keyboard interfaced barcode reader is supported by NextPOS for Restaurants software. The setup process is really simple. The barcode scanner will come with a splitter cable for your keyboard. Your existing keyboard cable will plug into one of the designated splitter plugs on your barcode readers cable. The other splitter cable plug from your barcode reader will be connected to your computers keyboard port. No software or special configuration is needed. If you have multiple devices that need to use the keyboard port, you can daisy chain them together. The barcode readers have many functions in our software. They are used in inventory receiving, receipt searches, menu item identification, delivery orders, discounts, frequent diner tracking, and purchase orders. Setting Up YES-TELE Identifier Caller ID Monitoring Box The YES-TELE Caller ID box is a Serial Caller ID box that comes in 2, 4, and 8 line models. It is very simple to setup and can prove to be a great tool for your restaurant. The YES-TELE box can be purchased from To set up the Caller Id box the first thing that you need to do, is plug the phone lines into the back of the Caller Id box. Next, take the serial cable that came with the Caller Id box and plug one of the ends of the cable into the back of the caller id box, then take the other end of the cable and plug it into an available serial port on the back of the computer. Last plug the power cord into the Yes-Tele Caller ID box where you want the Yes-Tele box to be located. The Caller ID box does not have to be at any certain computer, but if you are running a server you will want to put it on the sever computer. This will allow all computers to see the Caller ID information when a call comes in.

34 Chapter 2: Hardware Setup 34 After you have all the phone lines plugged into the box and the box is hooked up to the computer, then the next step is to configure the Caller Id box. On the computer with the Yes-Tele Caller ID box, go to the Back Office of the NextPOS for Restaurants software. Go to Station Settings and Click on the Port Settings tab. In the Caller ID Com Port field, use Com port the caller id box is hooked up to. In the Caller ID Init String field choose the YES-TELE Caller ID Box. To have the Caller ID feature work on all computers on the network you must specify where the Caller ID box is located. This is usually on the server computer. Go to the Back Office > Store Settings > Other > Additional Preferences > Page 3. Next find the field that says Server Computer Name. In this field, enter the name of the server computer which you determined earlier in the manual. Next is the Server TCP/IP Address. Here you will enter the TCP/IP address for the server computer. The field that says Server TCP/IP Port # can be left blank or you can use any number greater than The port number is used mostly by network administrators who are using firewalls and should not be an issue for most installations. These TCP/IP and server name settings also affect other features in the software. Some of them are:! Delay Send feature! Price changes, menu item changes, menu modifier changes, and any other changes done on the fly while in operations. NOTE: If you have any more questions about TCP/IP, refer back to the networking section of this manual. Other Caller ID modems that have been tested and are known to work with our software are:! US Robotics Model number 3CP263595! US Robotics Sportster Voice 56k Faxmodem Model number ! Taicom V.92 56K Internal Modem P/N:

35 Chapter 2: Hardware Setup 35 Microplus Kitchen Video System For NextPOS NextPOS for Restaurants does not have its own kitchen display interface but there is a company that has built an interface with our software. If you are in need of this type of interface contact: Microplus Inc. 527 Keisler Dr. Suite 102 Cary, NC MicroPlus1@aol.com Phone # Fax # Label Printer NextPOS for Restaurants does support printing to a label printer for customer labels, pizza labels, and barcode labels. The printer that is supported and known to work is the Eltron TLP The labels used for printing are 1 x 3 vertical labels. These labels come out long ways from the printer, not horizontal. Be sure to set up the label size in Windows for this printer as being 1 x 3. To do this, go to the Windows Printer folder and select the label printer properties. Find the printer paper properties and change it to 1 x 3.

36 Chapter 3: Software Setup 36 Installing NextPOS for Restaurants The installation of the NextPOS for Restaurants is very simple and straightforward. Please follow the instructions listed below for a quick and painless install. If you are installing over a network, then you must know the network path where the setup file is located. Figure 1.3 Splash Installer Screen 1. Insert the NextPOS for Restaurants software installation CD into your computers CD-ROM drive. (If you are installing this over your local area network, then simply go to the network folder that contains the software installation file.) 2. Once you insert the CD, the NextPOS install Splash Screen will appear. (Figure 1.3) There are several different choices on this screen so please be sure you select NextPOS for Restaurants Full version to be installed. 3. After you select NextPOS for Restaurants Full version from the splash installation screen, you will be presented with the End User License Agreement. Read this agreement carefully before proceeding. Follow the instructions on the following series of screens to complete the installation process. When in doubt and to help us support you better when you have questions, you may want to go with the default configuration. 4. Once the installation completes then be sure to restart your computer if it prompts you to do so. 5. Congratulations! You have just successfully finished installing NextPOS for Restaurants software Upgrading NextPOS If NextPOS releases an update to the software and you have a valid support contract and would like to install it, please follow the steps below to complete the upgrade. 1. Download the update from our website or obtain an updated CD by ordering it from NextPOS. 2. Backup your database before continuing. 3. Use the install file from the internet or the purchased CD to run the installation. 4. Install NextPOS to the same directory where it was previously installed. This will remove the old files and replace them with new files. If you install to a different location, there will be two copies of NextPOS on the system and will cause problems when using the software. 5. Check to make sure everything is where it should be in the software and everything should be updated!

37 Chapter 3: Software Setup 37 Proper Screen Resolution To efficiently operate your NextPOS for Restaurants software, we strongly recommend that you change your Windows display settings to the suggestions mentioned below. You can still use NextPOS for Restaurants with a different display configuration but for the best and most efficient results use the suggested settings below. 800 by 600 Resolution In order for all of the screen components in NextPOS for Restaurants to fit properly, you must change the screen resolution to 800 by 600 pixels. To do this: 1. Right Click your mouse button anywhere on the desktop where there isn t an icon and then with the left mouse button select Properties. 2. Click on the Settings tab and change the Screen Resolution to 800 by 600 pixels. (Figure 1.4) 3. Click the Apply button. Figure Bit Color Palette or Better Although not required, we do recommend that you set your color depth to 16 Bit or higher for better graphics display on your computer. To do this: 1. Right Click anywhere on the desktop where there isn t an icon and then with the left mouse button select Properties. 2. Go to the Settings tab, and change the Color Quality, to 16 Bit or higher color. 3. Click the Apply button. Small Font 96 DPI You will also need to make sure your computer s font is set to Small Font 96 DPI. To do this: 1. Right Click anywhere on the desktop where there isn t an icon and then with the left mouse button select Properties. 2. Choose the Settings tab and click the Advanced button to change the font size attribute. 3. Click the Apply button. (On Windows 95 machines the font size is seen directly on your Display window.

38 Chapter 3: Software Setup 38 Keep the Taskbar on Top of Other Windows Taskbar option (Figure 1.5) By default the Windows Taskbar will be set so that it is always on top and present. With NextPOS it is much easier and safer to have the taskbar not set to Always On Top. Please refer to the following page for additional settings that should be enabled for the task bar. To do this: Figure Right Click on the Start button. 2. Select the Taskbar tab. 3. Make sure the box that says Keep the Taskbar on Top of Other Windows is NOT checked. TIP: If you have trouble with the above configurations then either have an experienced computer technician do it, or refer to the Windows Help. Setting the Taskbar to Auto Hide For ease of use and to ensure that you have the best possible display, you will need to set you Windows Taskbar to Auto Hide. Setting the Taskbar to Auto Hide is also useful for keeping users from launching other programs while using NextPOS. By doing this, whenever the mouse cursor is NOT on the taskbar, then the taskbar will be hidden from view. Keep in mind, if the user has access to a mouse they can get into Windows. To do this: 1. Right Click on the Windows Taskbar then select Properties. 2. Check the Auto Hide check box. 3. Click the Apply button. Special Care When Uninstalling Any Software In Windows, some software programs have shared components with other software and if you get rid of these shared components then you may cause the NextPOS for Restaurants software to work incorrectly or even worse, not at all. Figure 1.6 Add or Remove Programs To prevent this from happening, whenever you are Uninstalling a program and the program says something to the effect of, This program has shared components with another program, do you want to uninstall the shared components make sure that you Click NO I DO NOT WANT TO UNINSTALL SHARED COMPONENTS.

39 Chapter 3: Software Setup 39 Note: If by accident you do uninstall a shared component, don t worry, you can fix it. What you have to do is REINSTALL the NextPOS for Restaurants software to replace the deleted components. Registering NextPOS for Restaurants The very first time that you launch your software, you will get a product registration window prompting you to enter your product registration and validation key. To register your software and receive your validation key please contact NextPOS Corporation by either calling in at or you can send in a request for registration via at contact@nextpos.com The product registration is quite simple and quick. Just follow the instructions below for a quick and easy registration. (Figure 1.7) 1. In the NextPOS For Restaurants Product Registration window, enter your Restaurants name, Street address, and Telephone # EXACTLY as you have registered it with NextPOS Corporation. It is letter sensitive so be sure the info is totally correct. (the street address should be just the address, no city or zip should be entered) 2. Locate the Dynamic License #. Verify that it matches the Dynamic License # NextPOS Corporation has on record. Figure 1.7 Product Registration Window 3. Once your Dynamic License # matches the one we have on record, enter the Validation Key. 4. Click Register 5. If the registration was successful you will get a message stating so. If not, verify the dynamic license # s do match and your restaurant info is entered the same EXACT way that you registered it with NextPOS Corporation. If you are still unsuccessful please contact NextPOS Corporation for further assistance. 6. Repeat these steps for ALL of your computers running NextPOS. You will use the same registration info and validation key for all the licenses.

40 Chapter 3: Software Setup 40 If you ever need to change your restaurant telephone number or name, you MUST contact NextPOS Corporation so that your registration can be updated to reflect the change. If your restaurant ever changes hands or address you also MUST contact NextPOS Corporation and a License Termination Agreement will have to be signed and a fee will need to be paid. These will need to be mailed in to make it a legal change, so that the license can be registered again under the new information. Selecting the Startup Database File (Figure 1.8) Figure 1.8 Database Selection Window After the registration process you will be prompted to select your startup database file. Once you are prompted to do this you will see that there are 3 choices. One of these choices is Start With Demo Database. You will select this choice if you would like to start using the preprogrammed demo database. It is also a good idea to check this box if you are not yet familiar with configuring or using NextPOS for Restaurants. Your next option is to Create A New Blank Database. Select this choice if you would like to begin creating your own database specific to your Restaurant. When you select this option you will be prompted to enter the name of your restaurant. This will also be the name of the database file kept on your computer in the NextPOS for Restaurants folder which has all your restaurant info. Remember what you use for the name as it may be needed in the future for troubleshooting purposes. The last choice is the I Will Select My Own Database. You will select this choice if you have already created a database you would like to link to. Another option on this screen is Always Connect To This Database. You will check this box if the database you are selecting will be the database you will be using every time you start NextPOS. More than likely, you will want to check this box unless you are just using a database temporarily.

41 Chapter 4: Store Settings 41 Field Name Descriptions The Store Settings are located in the Back Office. You will use the store settings to set your preferences for all of your POS stations on your network. All changes made in the store settings will be reflected on all the other stations once NextPOS is restarted on those computers. Store Settings are global settings for your entire establishment. To access the Store Settings go to the Back Office > Store Settings. In the Store Settings you will see that there are five tabs. Below is a description of each field in each of the tabs and what there purpose is. Remember ANY field in Bold writing on screen is a required field, meaning you must enter the requested information to proceed. Figure 1.9 Store Settings: General Tab General Tab (Figure 1.9) Purpose: Setting up your basic restaurant information. Business Name: Enter your Restaurant name in this field. This info CANNOT be changed unless you change your registration info with NextPOS Corporation and get a new validation key. Tag Message: In this field enter a tag message that will appear directly below your restaurant name and info on the guest receipt, but it can also be left blank. For example the best steak in town could go in this field. This field can also be used if you registration name was too long when registering the software. For example if your name was The Little Hole in the Wall Grill and Pub you could register it as The Little Hole in the Wall and use the Grill and Pub in the Tag message. Site Number: If your restaurant is part of a chain of stores and a site # was issued to you then enter that number here, otherwise this field can be left blank. Premise Address: Your physical address that you registered this program under will appear in this field. This info CANNOT be changed unless you change your registration info with NextPOS Corporation and get a new validation key. Again there will be a fee associated with an address change so please keep this in mind when calling. Premise Postal Code: Enter your physical zip code here. Once you enter the zip code the city you have associated with that zip code will appear automatically in the next field.

42 Chapter 4: Store Settings 42 Mailing Address: Enter your restaurants mailing address here. Mailing Postal Code: Enter your restaurants mailing zip code here. Area Code + Phone Number: Your restaurant telephone number that you registered will show in this field. This info CANNOT be changed unless you change your registration info with NextPOS Corporation and get a new validation key. Default Area Code: The default area code field is where you specify the default area code that you want to come up anytime a phone number is entered. Main Menu Logo: This field allows you to choose a picture to display on the main screen of the POS. To select a picture click on the button with three dots on it and to remove a picture click on the button with the red X through it. The image size for this picture should not exceed 1000x1400 pixels. Sales Tax Rate (%): Enter your restaurants sales tax rate here. The percentage is expressed as an actual value so you only have to enter the actual number in this field. For example, if your tax is 8% then enter 8 in this field. Liquor Tax Percentage (%): Enter your restaurants Liquor tax percentage in this field. GST Tax Rate (%): If you are in a country OTHER than the USA, such as Canada, which uses PST and GST, then you would enter your GST % Rate here. You will notice that once you enter something in the GST field the Sales Tax field changes to the PST Tax field, allowing you to enter the PST tax rate as well. If you are in the USA you don t need to worry about the GST field simply leave it blank. GST Item Flag Character: In this field you will put a character that will tell the system that GST applies to that item. For example, if you input a # as the flag character, then any menu item name with that character in it will have GST tax applied to it. GST is Included in Item Price: Check this box if you are using GST and your GST tax is already included in the item prices. Show as VAT: Check this box if you want the GST tax to show as VAT. This feature is used mainly for Australia and the UK. Tax: Account Number: This field allows you to enter the Tax Account number issued to your restaurant by the government. This field can also be used to enter any other tax account information. This information will show up on the top of the guest receipt. This info can be the ABN number used in Australia or the GST number used in Canada.

43 Chapter 4: Store Settings 43 Guest Receipt Message: Enter a message that you want to print on the Guest Receipt in this field. For example if you wanted the bottom of your check to say Thank you and have a nice day then you would enter that message in this field. Click Here To Enter Tip Suggestion Percentage: Click this button if you want to enter a tip percentage suggestion at the bottom of the Guest Receipt. When you use this option it will ask you for a percentage. If you say 10% then the software will add a line like 10% Tip, Or The Value Of <10>. You can edit everything in this line except the <10>. This info is used by the software to calculate the suggested tip. So you might change it to say Please leave a tip of <10> or something to that affect. Services Tab Purpose: This tab is used in configuring what services and payment methods you take as well as other payment related options. Refer to Figure 1.10 Dine In: You will check this box if you restaurant offers Dine In services. Figure 1.10 Store Settings: Services Tab Alias Name: If you would like to have the Dine In order type appear as something other than Dine In then enter that name in this field. For example if you wanted Dine In to show as Sit Down in the main POS screen then type Sit Down in this field. Default To Barcode: Check this box if you would like to have the system default to the barcode entry method in the Order Entry. Tax Exempt: Check this box if tax does not apply to this order type. Take Out: You will check this box if your restaurant offers Take Out Services. Alias Name: If you would like to have the Take Out order type appear as something other than Take Out then enter that name in this field. For example if you wanted Take Out to show as Carry Out in the main POS screen then type Carry Out in this field. Default To Barcode: Check this box if you would like to have the system default to the barcode entry method in the Order Entry Tax Exempt: Check this box if tax does not apply to this order type.

44 Chapter 4: Store Settings 44 Drive Thru: You will check this box if your restaurant offers Drive Thru services. Alias Name: If you would like to have the Drive Thru order type appear as something other than Drive Thru then enter that name in this field. For example if you wanted Drive Thru to show as Drive Up Window in the main POS screen then type Drive Up Window in this field. Default To Barcode: Check this box if you would like to have the system default to the barcode entry method in the Order Entry Tax Exempt: Check this box if tax does not apply to this order type. Delivery: You will check this box if your restaurant offers Delivery services. Alias Name: If you would like to have the Delivery order type appear as something other than Delivery then enter that name in this field. For example if you wanted Delivery to show as Home Service in the main POS screen then type Home Service in this field. Default To Barcode: Check this box if you would like to have the system default to the barcode entry method in the Order Entry. Tax Exempt: Check this box if tax does not apply to this order type. Delivery Charge: If your establishment offers Delivery services you will enter the amount that your establishment charges for Deliveries in this field. This is a global setting and should not be used if you charge delivery fees on a menu item basis. Delivery Comp: If your establishment offers Delivery services and you pay compensation to your delivery drivers then enter the compensation amount here. This is a global setting and should not be used if you charge delivery fees on a menu item basis. Apply Sales Tax on Delivery Charge: This option allows you to apply Sales Tax on the Delivery Charge. Apply GST Tax on Delivery Charge: This option allows you to apply GST Tax on the Delivery Charge. Apply Liquor Tax on Delivery Charge: This option allows you to apply Liquor Tax on the Delivery Charge.

45 Chapter 4: Store Settings 45 Show Driver List When Driver is Clicked: Check this box if you want to show a list of all your drivers when you click on Driver in the Main POS Screen instead of the default login screen. This is useful feature in speeding up your driver departures and arrivals. This will however, allow employees to assign orders to other drivers and should be used with caution. See Figure 2.0 Figure 2.0 Driver Screen Enable Money Drop Feature: This feature is useful if you want your drivers to be able to settle to a cashier or to staff bank in one batch. For instance, after all deliveries have been made the driver would perform a money drop and all their delivery tickets that were open would be settled. Each driver must perform a money drop if they made deliveries when this option is used. If the driver is using Staff Bank and someone else creates the order, the order must be transferred to the drivers Staff Bank. This can be done by reassigning the order to the correct employee using the Change Server feature in Recall > Edit Order > Misc > Change Server. This helps keep the money from changing hands more than once which can lead to errors. Check: Check this box if your establishment accepts Checks as payment type Visa: Check this box if your establishment accepts Visa credit cards. MasterCard: Check this box if your establishment accepts MasterCard credit cards. American Express: Check this box if your establishment accepts American Express credit cards. Novus Discover: Check this box if your establishment accepts Novus or Discover cards. ATM/Debit Cards: Check this box if your establishment accepts ATM/Debit cards. Carte Blanche: Check this box if your establishment accepts Carte Blanche as a payment type. Diner s Club International: Check this box if your establishment accepts Diners Club International as a payment type.

46 Chapter 4: Store Settings 46 In House Charge: Check this box if your establishment will be accepting In House Charges as payment type. Days Due: This drop down list allows you to specify how long the customer has to pay there in house charges. For example if you specify 15 then the payment will be due 15 days after that charge is created. If you do not want to specify a due date then select Due Upon Receipt. Pref. Tab Purpose: This tab contains some of the customization options for your establishment. (Figure 2.1) * Indicates the setting is checked by default Figure 2.1 Store Settings: Prefs Tab Enable Fast Food Services: This option is used for fast food type establishments. Basically if you do not want to track dine in tables then you would use this option. What this option will do is take you directly to the Order Entry screen instead of to the table selection screen when Dine In is pressed. *Print Guest Check on Send: This option tells the software to print the Guest Check whenever the Send, Cash Tender, or Settle button is pressed in the Order Entry screen. You would use this option if you wanted to print the customer receipt immediately after they are done ordering. *Print Receipt When Finished: This option tells the software to print ALL receipts (except guest check) automatically. For Example if you want to automatically print the Money Count Receipt when a Cashier In or Cashier Out is performed then you will want to check this option. Cashier Print Server Tip Claim Receipt: This option tells the software to print a Server Claim Receipt for the servers tips. This way the cashier can collect the servers tips and the server can pick them up them during a slow period or at the end of their shift. For example if the customer brings the check up to the cashier to pay and pays the gratuity to the cashier instead of leaving it on the table, the cashier will get a receipt to put into the cash drawer to keep track of the servers tips.

47 Chapter 4: Store Settings 47 New Customer Take Out On Hold: This option tells the software to print a Hold Until Arrival message on the kitchen ticket. This only applies to Take Out orders placed by a previously non-existent customer. This option is helpful if your establishment has problems with new customers calling in take out orders and then never showing up. Kitchen Use Secondary Language: This option tells the software to print the kitchen ticket in the secondary language that you have specified. This option could be used if your wait staff speaks a different language than the kitchen staff. This way the kitchen staff will see the order in their own language. This option can be used in conjunction with the kitchen language options in the Store Settings > Misc > Page 1. Bar Use Secondary Language: This option is the same as the Kitchen use secondary language option mentioned above. The only difference is instead of the secondary language printing to the kitchen printer it will print to the bar printer. This option is also used in conjunction with the bar language options in the Store Settings > Misc > Page 1. *Confirm Exit Program: This option tells the software to prompt the user to confirm that they really want to shut down the program. It is recommended that this option be selected in order to prevent unwanted closing of the software. *Print Credit Card Tip Line On Receipt: This option tells the software to print a tip amount line on the Guest Receipt. This feature is a good tip reminder. Make Credit Card Tip Line As Tips: This option tells the software to make the Print Credit Card Tip Line On Receipt option print as simply Tips on the receipt as opposed to Credit Card Tips. *Enable Check Scan Feature: This option is used if you are using an MICR reader and wish to verify if checks are approved or declined based on your own bad check records in your NextPOS software. With this feature enabled whenever you scan a check the software will, if declined, give you a message stating the Check Acceptance was Declined/Please Do not accept this check as payment for this order. However if the check is NOT declined the system will assume the check is good. This information only applies to check records previously entered into the system and in no way verifies the validity of the check presented by a customer with no Bad Check history on file in the system. Hide Seat Number From Printed Check: If you are using the seat number tracking of each ordered item, then this option will prevent the software from printing the seat number indicator on the guest receipt. Enable Staff Banking Feature: This option enables the Staff Banking Feature. Refer to the Staff Bank System section of this manual for more information on this feature. Page 148

48 Chapter 4: Store Settings 48 *Show Green Colored Order Indicator: This option tells the software to mark all items that you have ordered in Green in the order entry screen. This is helpful in preventing accidental reordering of items and is a good feature to have on for visual accuracy. Print Two Copies of Guest Checks: This option tells the software to print two copies of the guest checks. Half Topping Half Price On EVEN Qty: This option tells the software to charge half price on a topping when the total toppings ordered is an even quantity. For example; if you order a pizza and the pizza will be divided into two, four, six, etc. sections, this option will charge half price for each of the toppings. If you order a pizza and the pizza will have three, five, or seven sections this option will charge full price for those toppings. Most restaurants don t use this method of calculation, but it is provided for those who do. *Proportioned Pizza Topping Charge: This option tells the software to charge half price for a topping if it is put on only half the pizza. This option also works with using thirds and quarter pricing methods. Menu Auto Price Percentage Based: This option tells the software that the Auto Price is percentage based instead of dollar based. This only works for discounts, so when you enter a percentage it will discount the item but cannot be used for charging more than 100%. *Auto Select Single Forced Modifier: This option tells the software to automatically select the forced modifier if there is only one choice that can be made. Always Show Guest Check Tip Line: This option tells the software to always put a tip line on the guest check regardless of tips already entered or allocated. This option must be used with the Print Credit Card Tip Line on Receipt feature. *Sort Menu Sub Item & Forced Modifiers: This option tells the software to sort the menu sub items alphabetically and sort the forced modifiers by the order that they were entered in. *Hide Voided Item From Printed Guest Check: This option tells the software to hide voided items on the printed guest check. *Recall Order by Pressing Table Button: This option tells the software to recall an existing order when the table button for that order is pressed. Force Clear Settled Dine In Tables: This option tells the software that it should not automatically clear a table once the table is settled or voided. Instead the table will be shown in Red, prompting the user to click on that table and manually clear it. This feature is good in a host/hostess type environment to keep people from being seated at a dirty table.

49 Chapter 4: Store Settings 49 Hide No Cost Modifier from Printed Receipt: This option tells the software to hide the modifiers with NO cost from the printed guest receipt. *Hide Modifier Cost from Printed Receipt: This option tells the software to hide the cost of the modifiers from the printed guest receipt. Hide Voided Item From Order Screen: This option tells the software to NOT show any items that have been voided on the Order Entry screen. *Track Guest Number for Dine In Orders: This option tells the software to track the number of guests for Dine In orders. Enable Automatic Inventory Depletion: This option tells the software to enable the automatic inventory depletion. This in combination with a few other features, discussed later in this manual, will enable you to automatically deplete items from your inventory. Hide Order Hold Time on Printed Guest Check: This option tells the software to hide the orders hold time from the printed guest receipt. Hide Item Hold Time on Printed Guest Check: This option tells the software to hide the hold time of an item from the printed guest receipt. This feature is the same as the Hide Order Hold Time except for the Item hold time. *Hide Expired Order/Item Hold time: This option tells the software to make the Item/Order hold time to disappear once the hold time has expired. Drive Thru Orders Use Drive Thru Stations: This option tells the software that drive thru orders can ONLY be settled at a Drive Thru station. *Disable Drive Thru Timing Feature: This option disables the Drive Thru timing feature. With this option on you will no longer have to specify the pick up time anymore, as well as you wont get a list of Drive Thru orders in progress when going into Drive Thru. Allow Save Order Without Any Items: This option enables the software to save an order, even if no items have been entered. *Enable Delayed Send Order Feature: This option tells the software to send an order on hold to the kitchen, once the hold time has expired. Round Delivery Total To Next Quarter: This option tells the software to round the delivery total to the nearest quarter. This is useful if you do not want your drivers to carry pennies, nickels, and dimes with them. *Show Kitchen/Bar Modifier In Red: This option tells the software to print the modifiers in the kitchen using red. However you must have a two color printer to use this feature.

50 Chapter 4: Store Settings 50 Search By Order Number In Recall Screen: This option tells the software to search by the order number in the Recall screen. If this option is enabled the Barcode on the bottom of the ticket will also be the order number and not the ticket number. By default the search is done by ticket number. For more information on the Barcodes printed on the ticket refer to page 33 of the manual. Re-Print Check Need Manager Override: This option tells the software to require a manager to approve a reprint of a ticket. This option is useful in stopping employee dishonesty. Figure 2.2 Store Settings: Misc and Page 1 Misc Tab Purpose: This tab contains other various topics, such as Frequent Diner, Payroll settings, etc. (Figure 2.2) Auto Freq. Diner Reward Creation: This option tells the software to automatically create the Frequent Diner rewards once a frequent diner account qualifies for the rewards. Minimum Ticket: This field allows you to specify the minimum ticket amount needed for an order to qualify for Frequent Diner Reward Points. For example if you want only tickets over $40.00 to qualify for reward points then simply enter 40 in this field. Tracking Begin Time: This field allows you to specify the time of the day that the Frequent Diner tracking begins, this way you can only offer Frequent Diner tracking and points between certain times. For example if you want the tracking to begin at 8:00 am then enter 8am in this field. Tracking End Time: This field allows you to specify the time of day the Frequent Diner tracking ends. For example if you want the tracking to end at 9:00 pm then simply enter 9pm in this field. Freq Points Expire Days: This field lets you specify the number of days that customers have to redeem frequent diner points before they expire. Since this field will not need to be changed on a daily basis, you will not be able to edit this field. If you need to edit this field, place the cursor in this field and then press the Insert key on your keyboard and enter the number of days. Minimum Order Count: This field lets you specify the number of orders a customer must have before they can qualify for Frequent Diner point tracking.

51 Chapter 4: Store Settings 51 Minimum Order Total: This field lets you specify the minimum combined total of ALL orders that a customer has placed before they qualify for Frequent Diner point tracking. For example the customer will have to spend $ TOTAL to qualify for a credit. Reward Credit Amount: This field lets you specify how much credit will be awarded to qualifying customers. For example, if you want to give the customer a $30 credit, simply enter 30 in this field. Pay Period: This drop down list lets you specify the pay periods for your payroll.! Weekly: Once a week! Bi-Weekly: Once every two weeks! Semi-Monthly: The 1 st and the 15 th of each month.! Monthly: Once every month. Over Time Hours After: This field lets you specify the total number of hours that must be worked before overtime is given. For example if you give your employees overtime after 40 hours per week, then simply enter 40 in this field. If you give them overtime after 8 hours per day then simply put 8 in this field. Over Time Hour Basis: This field goes with the Overtime Hours After field mentioned above. In this drop down list you can choose either By Work Week or By Work Day. Over Time Hour %: This field allows you to specify how much percent of the original pay is paid during over time. For example if you pay your employees time and a half for overtime, then simply put 150 in this field. Last Day of Work Week: This drop down list lets you specify what the last work day is in every week. Simply drop the list down and select the day of the week that you want. This is only for reporting purposes and has NO affect on the payroll functions. Page 1 Lunch Start Time: This field allows you to specify the lunch start time, for reporting purposes. Default is 10:00 AM. For reporting purposes this option will affect the Labor vs Sales By Breakfast, Lunch, and Dinner report in the Back Office under Reports in the Sales category. Dinner Start Time: This field allows you to specify the dinner start time, for reporting purposes. Default is 5:00PM. For reporting purposes this option will affect the Labor vs Sales By Breakfast, Lunch, and Dinner report in the Back Office under Reports in the Sales category.

52 Chapter 4: Store Settings 52 Daily Start Time: This field allows you to specify your restaurants daily start time. This time should be about two to three hours after your establishment closes. For example if your establishment closes for at 3 am then this field should be set to 6 or 7 am. Default is 12:00AM. If your establishment is open 24 hours a day, you would find out what time your establishment is usually not busy and enter that time here. So for example if it is slow at around 3 in the morning, you should select 4:00AM to give yourself time to do the closing reports and any other daily managerial tasks. Auto Gratuity Percent: This field allows you to specify the percentage that you want your Auto Gratuity to charge. For example, if you want to charge 15% tip on the total amount of the order enter 15 here. If your restaurant charges Auto Gratuity based on the number of guests, you will need to setup the number of guests in Back Office > Store Settings > Other > Use Auto Gratuity Percent When Guests At or Exceed field. Minimum Recipe Profit %: This field allows you to specify the minimum profit that should be made for all of the menu items. This option is used for inventory tracking and is pretty much just an idea of the profit for the software. Using the appropriate reports, you will be generating a report of your profit and losses for you menu recipes. Default is 100% Kitchen Language: This drop down list lets you specify the language that you want to print in the kitchen. The items that will be affected are everything on the ticket except for the menu items and the menu modifiers. This will override any other language settings that you may have in the system. Bar Language: This option is the same as above but for the bar station. Disable Half : This option tells the software to Not show the Half key in the order entry screen. Disable Kitchen Coordination: This option tells the software to disable the kitchen coordination feature. With this option selected the kitchen and bar receipts will not see the Do not print item, being prepared at another station message message when printing to multiple bar or kitchen printers. Auto Start Employee Bank When Clocked In: This option is for the Staff Banking feature. What this option does is tell the software to automatically start the employee s staff bank when they clock into the system. This option will speed up the clocking in process if you are using staff banking. This will start the Staff Bank with an amount of $0.00 by default and cannot be changed. Blind Cashier Close Out: This option enables a Blind Close button in the cashier money count screen. When this button is used the system will automatically assume that all the money that should have been collected was collected and for the correct amount. This feature is useful if you want to be able to quickly cashier out of the system.

53 Chapter 4: Store Settings 53 Blind Emp. Bank Close Out: This option is the Staff/Server Banking version of the Blind Cashier Close Out option. These options should only be used if you trust your employees enough to assume the money is correct or if speed is of a high priority. Page 2 (Figure 2.3) Open Order After (Hours): This field lets you specify the number of hours an order can be in open status before a reminder is shown on screen notifying the user of the open order. Figure 2.3 Store Settings: Misc, Page 2 Clock Out Reminder After (Minutes): This field lets you specify the number of minutes an employee can be clocked in, over there scheduled clock out time, before the system will flash a reminder notifying the user to clock out. This feature is useful if you have employees that forget to clock out when they leave. Tip % on Dine-In Server Sales: This field lets you specify what percentage you want to appear at the bottom of the Server Dine-In Sales report, so that the server will now how much they should have made in tips based on the percentage specified here. For example if you had an order of $9.65 and the servers tip was $3.35. The I.R.S. requires the restaurant to report at least 8% of the servers tips which in this case would be $0.77. If you need a second reference point like maybe 10%, then the Server Dine-In Sales Report would also include a line to show the 10% which in this case would be $0.96. If you require you servers to report at least 10% instead of the default 8% then they would use this line as a reference to know what amount to report as tips.

54 Chapter 4: Store Settings 54 Page 3 (Figure 2.4) Figure 2.4 Store Settings: Misc, Page 3 Modifier Builder #1-8: This field lets you specify the eight master modifier builder types. These serve as the very basis for the modifier builder screen, discussed later in this manual. These templates should be very broad. For example, Drinks, Condiments, Extras, Taste, Bar, etc... Just think of the different things that people may need when modifying their orders and separate them into eight general categories. At least one will need to be entered in order to use the Modifier Builder Template Setup in the Back Office. Other Tab (Figure 2.4) Purpose: This tab contains any other options or topics not covered in the other four tabs. Figure 2.4 Store Settings Other Tab Enable Credit Card Interface: This option allows you to turn on the interface to PCCharge. When you check this option you will get a window prompting you to enter your Active Merchant # and Active Processor. You get this information in your PCCharge software under the Help > About screen. Restaurant Mode: This option allows NextPOS for Restaurants to operate in Restaurant Mode as opposed to Retail Mode. This allows servers to adjust for tips after the credit card has been authorized. Be sure to also set PCCharge to restaurant mode and verify that you processor supports restaurant mode. If you do not use this option your restaurant may be charge extra fees for credit card processing when tips are entered in. Time Out Seconds: This field lets you specify the number of seconds that you want PCCharge to try dialing out before it times out. For example if you want PCCharge to stop trying to dial if a connection is not established within 60 seconds then enter 60 in this field. Default is 90 seconds

55 Chapter 4: Store Settings 55 Last Valid Year: This field lets you specify the last valid year for your credit cards. For example, 29 represent 2029 so anything prior to 2029 is accepted. Default is 2009 Receipt Copies: This field allows you specify the number of credit card receipts you would like to print for each transaction. For example if you want two copies to print when you run a credit card then type 2 in this field. Default is 1 Display Special Message When Login: This option tells the software show your special message whenever an employee enters their access code. Managers can use this to alert the servers of the daily specials or maybe special promotions for example. Special Message: This field is where you will enter in your restaurants special message. For example if every time your employee clocks in you want them to see 10% off all orders for today only then enter that in this field. This field is used in conjunction with the Display Special Message When Login option mentioned above. Exit Program Security: This drop down list allows you to set the minimum security level needed for exiting and minimizing the program. For example if you want only employees with a level 4 or higher access level to be able to exit or minimize the program then select 4 from the drop down list. Tax Exempt Sale Security: This drop down list allows you to specify the minimum security level needed to make a sale tax exempt. Change Server Security: This field allows you to specify the minimum security level needed to change the server of an order. Show Tip Sugg. On Receipt Based On Order Total: This option tells the software to put the tip suggestion amount based on the Tip Suggestion percentage entered in when you select Click Here to Enter Tip Suggestion Percentage found on the General Tab within Store Settings. This is helpful in informing your customers of what their tip should be based on the different tip percentages. Use Auto Gratuity Percent When Guests at or Exceed: This field allows you to specify the number of guests before the auto gratuity percent, found in Store Settings > Misc, is applied to the order. Tax Exemption Alias Name: This field allows you to specify an alias name for tax exemption. For example if you wanted your tax exemption to say Tax Already Included then enter that in this field. By default the message will say Tax Exempt Sale. Trigger Tax Exemption When Sub Total Is Less Than: This field allows you to enter in an amount to trigger the tax exemption. For example, if you wanted all orders under $2.00 to be tax exempt then simply enter 2 in this field.

56 Chapter 4: Store Settings 56 Menu/Modifier Font Size: This field lets you specify the size of the font that will appear on your menu items and menu modifiers. This only affects the screen and will not change your printer font size. Record Credit Card Number in Order Settlement: This option tells the software to record customers credit card numbers when settling. This option will only work if PCCharge is not integrated with our software. The credit card numbers will be recorded to the customers name field on the actual recalled order receipt after it has been settled. For example if you have taken an order and paid for it by credit card you will be able to recall the order and view the credit card number. Delivery Guest/Packager Receipt Print Title in Red: This option tells the software to print the title of the Guest and Packager receipts in red. This option if enabled will disable the ability of the kitchen printer to print in red so keep this in mind. Guest Check Show Sec Lang Also: This option tells the software to print the secondary language that you have specified (if any) in addition to the primary language on the guests copy of the receipt. Order Entry Amt Due in Yellow: This tells the software to show the Total Due in the order entry in yellow. This option is used for people who may be color blind or have problems seeing certain colors. Additional Preferences Button (Figure 2.5) Purpose: The purpose of the additional preferences is to provide the user with many more very useful features. Refer to Figure 2.4 Page 1: Figure 2.5 Store Settings, Additional Preferences. Page1 Misc. Features Lock Override in Order Entry: This drop down list tells the software what the minimum level of security that an employee must have to be able to override the lock on the Misc. button in order entry. For example if you only want employees with a security level of 4 to be able to override the lock then select 4 from this drop down list. Show Coupon Confirmation on Finish in Order Entry: This option tells the software to show a reminder screen prompting the user to enter any coupons before the order is completely settled.

57 Chapter 4: Store Settings 57 Coupon Confirmation Exclude Dine In Order Entry: This option goes with the Show Coupon Confirmation on Finish in Order Entry. What this option does is it tells the software to NOT ask for coupon confirmation when using Dine-In order entry. All other order types will not be affected by this option. Disallow Edit of Existing Open Order in Order Entry: This option tells the software to not allow the editing of an order at all after it has been sent. You will also not be able to edit an order from Recall. Kitchen/Bar Notification Receipt Show Item Price: This option tells the software to print the prices of the items on the kitchen and bar receipts. By default the prices do not print on the kitchen/ bar receipts. Kitchen/Bar Notification Receipt Show Modifier Price: This option tells the software to print the modifier price on the kitchen/bar receipt. By default the prices do not print on the kitchen/ bar receipts. Force Hourly Employee Clock In before Use System: This option tells the software that any employee that is set up as an hourly employee will be required to clock into the system before they will be allowed to continue. Closing Report to Show Sales by Order Type: This option tells the software to show the sales in the closing report by Order Type such as Dine In, Take Out, Etc. With this option enabled the closing report will give a report of all sales and orders taken in the various order types. Packager Receipt Print Secondary Menu Language: This option tells the software to print the Packager Receipt in the secondary language. This option is useful if your packager speaks and reads one language and the rest of the staff a different language. Do Not Print Guest Receipt for Dine In Orders in Order Entry: This option tells the software to NOT print a guest receipt from Order Entry for Dine In orders. With this option enabled you will still have the ability to print a guest check from the Recall screens. Copies of Packager Receipts for Dine In Orders: This drop down list lets you specify the number of packager receipt copies that you would like to print at the packager printer, for Dine In orders. Do Not Print Guest Receipt for Take Out (Phoned In) Orders In Order Entry: This option tells the software to NOT print a guest receipt from order entry for Take Out (Phoned In) type orders. With this option enabled you will still be able print a guest receipt from the Recall screens. This option is associated with customers that provide a phone number when ordering.

58 Chapter 4: Store Settings 58 Copies of Packager Receipts for Take Out (Walk In) Orders: This drop down list lets you specify the number of packager receipt copies that you would like to print at the packager printer, for Walk In orders. This option is associated with customers that do not provide a phone number when ordering. If the software is prompting for a phone number and you do not wish to provide one, press the enter key and the software will continue without a phone number. This is what defines a Walk-In order; when a phone number is not given in Take Out. Do Not Print Guest Receipt for Drive Thru Orders In Order Entry: This option tells the software to NOT print a guest receipt from the Order Entry screen for Drive Thru order types. With this option enabled you will still be able to print a guest receipt from the Recall screens. Copies of Packager Receipts for Drive Thru Orders: This drop down list lets you specify the number of packager receipt copies that you want to print at the packager printer, for Drive Thru orders. Do Not Print Guest Receipt for Delivery Orders In Order Entry: This option tells the software to NOT print a guest receipt from the Order Entry screen for Delivery order types. With this option enabled you will still be able to print a guest receipt from the Recall screens. Copies of Packager Receipts for Delivery Orders: This drop down list lets you specify the number of packager receipt copies that you want to print at the packager printer, for Delivery orders. Hide Half : This option will disable the Half modifier type. This option is useful for saving space on the modifier type selection list in the Modifier screen in Order Entry. By enabling this option, it will shorten this list of modifier types eliminating the need to scroll up to find what you need. Hide Toppings : This option is the same as the Hide Half option. The only exception is that instead of hiding Half from the modifier type selection list it will hide Toppings instead. Hide Bar Mixing : This option is the same as the other Hide options listed above. The only difference is that when you check this option the Bar Mixing modifier type is hidden from the modifier type selection list. Hide All : This option is the same as the other Hide options listed above. The only difference is that when this option is checked the All modifier type is hidden from the modifier type selection list. Use these options to streamline your menu modifier screen. For example if you do not have a bar in your restaurant and do not serve pizza then you can hide Bar Mixing and Toppings.

59 Chapter 4: Store Settings 59 Page 2 (Figure 2.6) Persist Manual Modifier Price Change: This option tells the software that when the user manually enters the price of a modifier then that price will be the new price of that modifier until it is changed. By default, without this option enabled, the software will always keep its price that was entered in during setup and will not change when a manual price is entered for it. Figure 2.6 Store Settings, Additional Prefs. Page 2 Change Due Show Original: This option tells the software to show the amount of the ticket as well as the change that is due on the Change Due Screen that comes up when there is change that needs to be given from a sale. Kitchen/Bar Print Description: This option tells the software to print the description of the menu item that is defined in the Menu Item Editor. After you turn this option on you will however still need to put a >> in front of any text that is used in the Menu Item Description field for that menu item. Guest Check Print Description: This option tells the software to print the description of the menu item that is defined in the Menu Item Editor. Like the Kitchen/Bar description only menu items that have a >> before any text in the Menu Item Description field will print the descriptions on the guest check. Chained Delivery Charge/Comp Per Trip: This option tells the software when using the feature to chain the delivery order, the delivery charge and compensation will only be charged on the first order in the chain. For example if you have an order that has 10 chained tickets then there is only going to be one delivery charge and that will be applied to the first order in the chain. This feature disables the Delivery Charge by item feature as well as the Delivery charge percent based features. Delivery Charge\Comp Per Menu Item: This option tells the software to charge delivery charges and compensation only for items that have a delivery charge\comp specified in the Menu Item Editor. Items without a delivery\charge comp specified in the Menu Item Editor will not charge a delivery charge/comp. Packager Print Secondary Lang. Only: This option tells the software to print ONLY the secondary language at the Packager Printer. Hide Note from Touch Modifier Screen: This option tells the software to hide the Note button in the Modifier screen in Order Entry. This option is helpful if you do not want your wait staff to put notes on the orders.

60 Chapter 4: Store Settings 60 No Sale Show Alert: This option tells the software to show an on screen alert any time a No Sale is performed. Show Delivery Cust. Sales Info: This option tells the software to show the customers info on the guest receipt for delivery type orders. This info includes the Total Orders To-Date and the Total Spent To-Date. Require Phone # for Take Out: This option tells the software to require that a phone number be entered in for all Take Out type orders. Open Price Item Ask Desc: This option tells the software to prompt the user to enter a description of the item anytime that an open price item is ordered. To use an open price item use as the default item price when in the Menu Item Editor. Disable Finish in Forced Modifier: This option tells the software to disable the Finish button that will appear on the forced modifier selection window in Order Entry. This option is useful if you don t want the users to have the ability skip any of the forced modifier choices. Take Out/Delivery Show Search Type: This option tells the software to prompt the user to select the search type that they would like to use to bring up the customers file. For example with this option enabled then whenever you get the customer lookup window (like when going to Take Out) you will be able to choose how to look for the customer, either by MSR Card, Account Code, Customer Name, or Phone number. By default you can only search by phone number. Hide Order # from Order Receipts: This option tells the software to hide the Order # of the order from the Guest Receipt. Hide Order # from Charge Slips: This option tells the software to hide the order # from the credit card charge slip. Employee With Multi Job Selection: This option tells the software that some of your employees can have more than one job. This option is useful if you have employees with different jobs that have different pay rates. For example, if you have an employee who does both serving and dish washing then you would want to enable this feature. Hide Weight Button in Order Entry: This option tells the software to hide the Weight button from the Order Entry screen. This option is useful if you do not want your users to be able to order by weight. Disable Smart Ticket Search: With this feature enabled, all of the open orders will show up in the recall screen and will hide the settled and voided orders. Enable Popup Streets: This option tells the software to show a list of streets to choose from when entering the delivery street address. This option makes selecting the street a little simpler.

61 Chapter 4: Store Settings 61 Weight Caption Button: This field lets you specify a caption that will appear on the weight button in Order Entry instead of Weight which is there by default. For example if you type Item Weight in this field then on the weight button in Order Entry it will say Item Weight. Asian and Ultra Print Font Name: This field lets you specify the name of the font that you would like to use for the Ultra Large and Asian Printer types. For example if you want to use the Times New Roman font you would type Times New Roman in this field. The font used in this field must be a fixed width font or receipts will not print out correctly. Normal Desktop Printer Font Size: This field lets you specify the font size that will print on your normal desktop printer. This is helpful if you would like to print your reports in a larger or smaller font. Credit Card Tip Percentage Charged to Server: This option allows you to charge your servers on their credit card tips to pay for the processing fee charged by the processor. This fee is usually 3%. You can change this field to any amount you wish however, anything over what the processor charges will be taking tips from your servers. Automatic Reduction of Credit Card Tip Fees from Staff Banks: This option, when enabled, tells the software to automatically reduce the credit card tip fees from the staff bank. This option goes hand in hand with the previous option.

62 Chapter 4: Store Settings 62 Figure 2.7 Store Settings, Additional Prefs. Page 3 Page 3 (Figure 2.7) Dine In Do Not Apply Auto Tip: This option, when enabled, will not apply the auto tip that is specified to any Dine In type orders. Auto Tip at Bar Tab: This option, when enabled, will automatically apply the specified auto tip amount to bar tab order types. By default the auto tip will not apply to the Bar Tab. Auto Tip at Take Out: This option, when enabled, will automatically apply the specified auto tip amount to Take Out order types. By default the auto tip will not apply to Take Out order types. Auto Tip at Delivery: This option, when enabled, will automatically apply the specified auto tip amount to Delivery order types. By default the auto tip will not apply to Delivery order types. Auto Tip at Drive Thru: This option, when enabled, will automatically apply the specified auto tip amount to Drive Thru order types. By default the auto tips will not apply to Drive Thru order types. Auto Tip Alias Name: In this field you can specify an alias name for the Automatic tip. For example if you don t want it to be called Auto Tip, you want it to be called Gratuity then type Gratuity in this field. Server Computer Name: This field is used for the TCP/IP synchronization. You will enter the name of the computer on the network that you want to be designated as the server in this field. This is very important to ensure functionality of the Caller ID feature and to keep the stations up to date with price changes and any other changes in the system while in operations. Server TCP/IP Address: This field is also used for the TCP/IP synchronization. In this field you will enter in the TCP/IP address of the computer on your network that you designate as the server. This is very important to ensure functionality of the Caller ID feature and to keep the stations up to date with price changes and any other changes to the system while in operation. If these settings are not configured the system may display errors if a manager is editing the menu while the restaurant is in business and wait staff is using the database.

63 Chapter 4: Store Settings 63 Server TCP/IP Port Number: This field is for the TCP/IP synchronization. In this field you will enter the TCP/IP port number for the computer on your network that you designate as the server. However this field can be left blank if you do not know this number. Auto Restart All Computers: This option, when enabled, tells the software to automatically restart all the computers at a specified time. The database/server computer will shut down 30 seconds later to ensure all clients are logged off the database. There is a known issue with this feature in that if the server computer is slow to reboot, the clients will return with an error saying they cannot find the database. This is true because the server has not booted up yet. Auto Shut Down All Computers: This option, when enabled, tells the software to automatically shut down all computers at a specified time. The database/server computer will shut down 30 seconds later to ensure all clients are logged off the database. Auto Trigger Time: This field lets you specify the time that you want either the Auto Shut Down or Auto Restart to be triggered. For example if you put 12:00 AM then at 12:00 AM the computer will either automatically shut down or restart, depending on what you have specified. Print Kitchen/Bar Item On the Fly: This option, when enabled, will tell the software to print to the kitchen on the fly. When ordering items, once an item is ordered as soon as the next item is ordered the previous item will be printed at the kitchen or bar. For example, if you order 1 coke then order 1 pizza, as soon as that 1 pizza is ordered, the 1 coke will print to the kitchen or bar. Telephone Display Format: This field allows you to specify the format in which you want your telephone number to display on the guest receipt. For example if you want your number to display as (000) then enter that in this field. Telephone Display Length: This field displays the length of the telephone display. To correctly display the telephone format you must place the cursor in the Telephone Display Format field and press the Tab key on the keyboard. This will update the number in this field to the correct length in Telephone Display Format. Asian\Ultra Large Kitchen Printer Extra Line Feed: This field allows you to specify extra line feeds for Asian and Ultra large printer types. Simply enter 0-9 to specify more line feeds at the end of the paper. This is useful if the printer is stopping before the text has cleared the tear-bar or the auto-cutter. Asian\Ultra Large Bar Printer Extra Line Feed: This field is exactly the same as the Asian\Ultra Large Kitchen Printer Extra Line Feed field mentioned above. The only difference is that instead of the kitchen printer this field is referring to the Bar printer.

64 Chapter 4: Store Settings 64 Gift Cert/Cust Credit Print 2 Copies of Receipt: This option tells the software to print 2 copies of the Gift certificate or credit receipts. By default only one 1 copy is printed. Paid Out Print 2 Copies of Receipt: This option tells the software to print 2 copies of the Pay Out receipt. By default the software will only print 1 copy of the Pay Out receipt. Hide Ticket Number from Guest Check: This option tells the software to hide the ticket number from the printed guest check. Hide Ticket Number from Kitchen\Bar: This option tells the software to hide the ticket number from the printed kitchen\bar ticket. Occupied Table Cannot Create New Ticket: This option tells the software that any table that is already occupied cannot create a new ticket until the table has been cleared. Page 4 (Figure 2.8) Daily Closing Reminder #1-6: In these fields you can enter in up to 6 different reminders which will appear everyday when the closing report is run. Figure 2.8 Store Settings, Additional Prefs. Page 4 Delay Auto Print to Kitchen\Bar on Settle Click: This option tells the software to NOT automatically print to the kitchen\bar when Settle is clicked in the Order Entry screen. It will however, print to the kitchen once the order has been settled. Kitchen\Bar Print Both Languages: This option tells the software to print both the primary and secondary languages on the kitchen\bar ticket. Show Recipe Summary on Kitchen Copy: This option tells the software to print a summary of the items recipes on the kitchen ticket. Show Bar\Food Subtotal Breakdown on Guest Receipt: This option tells the software to show a subtotal for the Food items ordered on a ticket and the subtotal for the bar items that were ordered on that ticket. PCCharge Will Disconnect from Processor After Transaction Completes: This option, when enabled, will tell the software to disconnect PCCharge from the processor after the transaction completes. This will free up your phone line for other things, however it will slow down the processing time.

65 Chapter 4: Store Settings 65 Show Seat Assignment Reminder on Send for Dine In Orders: This option tells the software to show a reminder to the user to assign the customers at this table to there particular seat when the Send button is pressed. Force Seat Assignment Reminder on Send: This option tells the software to force a seat assignment when Send is pressed. When Send is pressed the user will have to assign all the people at that table to a seat in order to continue. Hide Time From Guest Check: This option tells the software to not print the time on the Guest Check. Hide Time from Kitchen\Bar Receipt: This option tells the software to not print the time on the kitchen\bar ticket. Hide Time from Daily Receipt Summary: This option tells the software to not print the time on the daily receipt summary. Page 5 (Figure 2.9) Remote In House Account Marker: This field allows you to specify what an account must have in the name field for a ticket to be printed at the remote in house printer. For example if you wanted all accounts with Room in the first name field to print a ticket at the remote printer then simply type Room in this field. Figure 2.9 Store Settings, Additional Preferences. Page 5 Printers Currency Symbol Hex Value: This field allows you specify the printers currency by entering that currency symbols hex value in this field. Please refer to the printers user manual or documentation to determine hex values. Void Item Require Explanation: This option tells the software to require an explanation anytime a void item is performed. Fire Kitchen 1-6: These options allow the user to send a fire command to the kitchen once they are ready for a specific part of the order to be prepared. This feature is useful if you have orders that have items that do not need to be cooked right away. For example if you send an order to the kitchen with an appetizer, salad, and a main course lobster, since the lobster won t need to be cooked until after the salad is prepared and served then you can hit the Fire button in the Recall screen to tell the kitchen to cook the lobster.

66 Chapter 4: Store Settings 66 Prompt Seat Number on Startup: This option tells the software to prompt the user for a seat number when first going into order entry. Prompt Seat Number on Each Item: This option tells the software to prompt for a seat number on each item that is ordered. Custom Currency Denominations: This field lets you select your own custom currency denominations. To specify the currency amount, click on the button with 3 dots on it and enter the denomination amount. Repeat this until all denominations are entered up to 10 different denominations. To remove the custom currency amount simply click on the button with the red X through it. Print Kitchen Items Separately On Dine In Orders: This option tells the software to print a separate kitchen ticket for each menu item on the order. Sort Kitchen Items Automatically on Kitchen Receipt: This option tells the software to automatically print the menu items on the kitchen copy in order of there sort number which is defined in the Menu Item Editor for that menu item. For example if in the menu item editor you specified all menu items that classified as appetizers had a sort number of 1 and all menu items that classified as salads had a sort number of 2 then on the kitchen receipt the appetizers would be listed first and the salads second on the kitchen ticket. Guest Check, Kitchen, and Bar Receipt Show Postal Code: This option tells the software to print the postal code on the kitchen, bar, and guest receipts. Delivery Charge Percent Based: This option tells the software to charge your delivery fees on a percentage basis instead of a dollar basis. Delivery Comp Percent Based: This option tells the software to charge your delivery compensation on a percentage basis instead of a dollar basis. Enable Advanced Back Office Protection: This option allows you to set additional security to Data Source, Store, Security and Station Settings, Employee files, Video Surveillance Controls, and Reports. For example you could have a security level of 4 to get into the back office but would need a security level of 5 to access any of the features that were mentioned above. Half Pizza Topping Charges: These fields allow you to specify the amounts that you want to charge for half toppings on pizzas for the various sizes. For example if you want size 1 half topping to be $0.50 then enter $0.50 here.

67 Chapter 4: Store Settings 67 Page 6 (Figure 2.10) Pizza Size Alias Name: These fields allow you to enter an alias name for the various pizza sizes. For example if you want size one to be called Mini then simply type Mini in the size one field. Changing these will affect the sizes that are displayed when the Show Pizza Builder Screen is selected in the Menu Item Editor. Figure 2.10 Store Settings, Additional Preferences. Page 6 Dine In Automatic Surcharge: This drop down list allows you to specify which surcharge you would like to have automatically applied to all Dine In orders. Bar Automatic Surcharge: This drop down list allows you to specify which surcharge you would like to have automatically applied to all Bar orders. Take Out Automatic Surcharge: This drop down list allows you to specify which surcharge you would like to have automatically applied to all Take Out orders. Drive Thru Automatic Surcharge: This drop down list allows you to specify which surcharge you would like to have automatically applied to all Drive Thru orders. Delivery Automatic Surcharge: This drop down list allows you to specify which surcharge you would like to have automatically applied to all Delivery orders. Void Item/Order Quick Reason: These fields allow you enter a few quick reasons that a void maybe performed to cut down on the servers time needed to do a void. For example, Mistake on Order would be one because a lot of times voids have to be done due to errors while ordering. Show On Screen Ordered Items Separately: This option tells the software to show the ordered items on screen separately instead of combining them. For example with this option checked if you order 2 cokes it will appear as 1 coke and 1 coke. By default it will appear as 2 cokes. Do Not Auto Hide Sub Menu Item Page: This option tells the software to keep the sub-level item page up when ordering menu items. By default this page will close and make you reselect the top level item. For example if you have a top level item called Domestic Beer and when you click on this it gives you the option of ordering several different types. If you select lets say a Budweiser, the software will close this window and require you to select Domestic Beer again to order another Budweiser. With this option the window with the Budweiser and all other types of beer will stay active and allow you to order several beers before you are finished.

68 Chapter 4: Store Settings 68 Page 7 (Figure 3.0) Prompt for Customer Name at Dine In Completion: This option tells the software to prompt the user for the customers name once a dine in order has been completed. Figure 3.0 Store Settings, Additional Preferences. Page 7 Prompt for Customer Name at Bar Tab Completion: This option tells the software to prompt the user for the customers name once a bar tab order has been completed. Prompt for Customer Name at Take Out Completion: This option tells the software to prompt the user for the customers name once a Take Out order has been completed. Prompt for Customer Name at Drive Thru Completion: This option tells the software to prompt the user for the customers name once a Drive Thru order has been completed. Prompt for Customer Name at Delivery Completion: This option tells the software to prompt the user for the customers name once a delivery order has been completed. Sales Tax Alias Name: This field allows you to enter a customized sales tax name such as CESS in some countries. GST Tax Alias Name: This field allows you to enter a customized tax name such as Service Tax. Tax the Previous Tax: This option will tax the sum of the Sales tax and the GST tax. This is not allowed in the US but it is law in some other countries. Liquor Tax Alias Name: This field allows you to enter a customized tax name such as GST tax in some countries. Tax the Previous Tax: This option will tax the sum of the Sales tax the GST tax and the Liquor tax. This is not allowed in the US but it is law in some other countries.

69 Chapter 4: Store Settings 69 Enable Smart Kitchen Printing: Print Kitchen copy with menu items combined, and modifiers listed separately for each item. Your ticket will look like Figure 3.1 with this option enabled. Enable Smart Bar Printing: Same option as above but for the bar. Secure change price feature on sent items: This feature will allow price changes on items that have not been sent to the kitchen. This will allow the server to perform a price change on items and send them to the kitchen. If they try to go back to change the price again on the same item the software will require a person with a high enough security to approve the second change. Hide Inclusive Tax From Guest Check: This feature will allow you to hide the GST tax collected amount from the guest receipt. Figure 3.1 Kitchen/Bar Smart Printing Apply Discounts After Taxes: This option will allow you to apply discounts after taxes have been applied. Apply Credit after Discounts: This option will allow you to use a credit after taxes have been applied. Apply Sales Tax on Surcharge: This option allows you to apply Sales Tax on a Surcharge. Apply GST Tax on Surcharge: This option allows you to apply GST Tax on a Surcharge. Apply Liquor Tax on Surcharge: This option allows you to apply Liquor Tax on a Surcharge.

70 Chapter 5: Credit Card interface Setup 70 Credit Card Interface Setup Before configuring the credit card interface setup you must install the PCCharge Payment Server on your server computer or whatever computer will actually be connecting to the processor to complete a transaction. DO NOT INSTALL PCCHARGE ON A CLIENT COMPUTER. This will cause errors when trying to process credit card transactions. You will also need to have the PCCharge software running in the background on the server computer to process credit cards. Configuring the credit card integration interface in the Store Settings is very simple and straightforward. Follow these simple steps for this painless interface setup. NOTE: Verify that your credit card processor supports Restaurant mode, if it does not you are going to want to switch to a credit card processor that does, otherwise you may be charged extra fees while doing processing. 1. Go to Back Office > Store Settings > Other 2. Check the Enable Credit Card Interface check box. 3. Fill in the Active Processor and Active Merchant # fields. These must be exactly as what is defined in the PCCharge software under PCCharges Help > About screen. 4. Verify that your credit card processor supports restaurant mode. The processor is the company that will be batching out or settling the transactions at the end of the day. If the processor supports Restaurant Mode, check the Restaurant Mode check box if it is not already checked. 5. Enter the number of seconds that you want to allow to pass before the software will time out the transaction. For example if you want only 60 seconds to pass before the transaction is cancelled and needed to be performed again, then simply enter 60 in this field. Default is 90 seconds 6. Enter the last 2 digits of the last valid year in the Last Valid Year field. For example if you wanted only credit cards on or before 2030 to be accepted then enter 30 in this field. Default is 09 or Enter the number of credit card receipts that you would like in the Receipt Copies field. For example if you want 3 copies of the receipt to be printed then enter 3 in this field. Default is Next go to Station Settings in the Back Office and select the Pref 1 tab. 9. Enable the PCCharge/Active Charge interface for this station. 10. Select the program path where the executable file is located on the server computer. This can be done by pressing the three dots and navigating through the explorer window to find the Active-Charge.exe file on the server computer. Select this file. Contact PCCharge if you cannot find this file. 11. Be sure to fully share the Active Charge folder where the.exe file is located to allow NextPOS for Restaurants to communicate with PCCharge. 12. Next you will enter the User Name for this system. This can be found in the PCCharge software under Setup > Users. 13. Congratulations! You have successfully setup the PCCharge interface in NextPOS for Restaurants.

71 Chapter 6: Station Settings 71 Field Name Descriptions The Station Settings are located in the Back Office. These allow you to setup your station specific settings. Station Settings only apply to that particular station and will not be carried over to the other stations on your network. These settings are kept in the Database and are saved when a backup is performed. General Tab (Figure 3.2) Purpose: This tab provides general settings specific to the particular station you are working on. Figure 3.2 Station Settings, General Tab Station Number: This field displays the station number of this station. This number is generated automatically by the software and therefore cannot be edited using traditional methods like fields or check boxes. In order to edit this number, SQL statements must be used to delete the station number info in the database. This is only to be done by NextPOS or a qualified technician. Computer Name: This field displays the name of your computer based on the computers name in the Windows network. Show Register Features: This option will show all of the register features in the POS. For example, with this option you will see the Settle, Pay Out, Gift Certificate, and various other buttons in the POS. Without this option enabled the register features will not be shown and orders cannot be settled other than with Staff Bank. Enable Video Surveillance Captures: This option will enable the video surveillance capture feature. What this feature does is it takes a snap shot (with any web cam that is supported by Netmeeting from Microsoft ) whenever certain functions are being performed, such as a No Sale or Void. At what time snap shots are taken can be edited in the back office under the Activities > General Activities > Video Surveillance Control Center. Station Language: This drop down list allows you to select the desired language of this station.

72 Chapter 6: Station Settings 72 System Language Settings: This feature, allows you to customize your language settings. You can use different fonts to customize you POS system allowing you to match the look of the POS with the restaurant environment. You will need to experiment before making a final decision on a font. The Charset does not need to be changed as it will cause the system to become unreadable if changed to something not recognized by the user. There are three sections in this screen. Interface Display: This allows the user to change the font of the words on all screens in the POS system. For example, if you wanted to use Times New Roman as your POS font you would type Times New Roman in the field next to your language. 40 Column POS Receipt: This allows the user to change the font NextPOS displays in the Order Entry screen for the ticket. This would allow some flexibility on making the words easier to read in some cases. For example, if you wanted to use Times New Roman as your ticket display font you would type Times New Roman in the field next to your language. 80 Column Report: This allows the user to choose a Fixed-Width font to use for the 80 column reports in the Back Office > Reports. These must be Fixed-Width or the columns will not line up correctly. Fixed-Width fonts are hard to come by for free as there are only a few included with Windows. Courier and Lucida Console are examples of Fixed Width fonts included with Windows. Other fonts can be purchased on the web or as a software package in a retail store. Receipt Printer: This drop down list allows you to select the printer that you would like to have as the receipt printer. When you drop this list down, be sure to select the correct printer to use as the stations receipt printer. There might be several to choose from depending on how many you have installed on the network. Receipt Printer Type: This drop down list allows you to select the printer type for your receipt printer. In general you will select the printer type that matches your receipt printer. For example if you select Epson TM-T88II as your receipt printer then select Epson TM-T88II/III Large Font Autocut as your receipt printer type. You can also change the size of the text by specifying a different printer type. For example the Ultra Large Print Support printer type will make your receipt printing much larger. Bar Printer: This drop down list allows you to specify the printer on your system that you would like to designate as the bar printer for this station. Simply drop the list down and select the desired printer. Bar Printer Type: This drop down list allows you to select the printer type for the bar printer. In general you will use the printer type that matches the bar printer. This field is much like the Receipt Printer type drop down list. You can also change the size of the text by specifying a different printer type. For example the Ultra Large Print Support printer type will make your receipt printing much larger.

73 Chapter 6: Station Settings 73 Packager Printer: This drop down list allows you to specify the printer on your network you would like to designate as the packager printer. Simply drop this list down and select the desired printer. Figure 3.3 is an example of what prints on the Packager Printer. Figure 3.3 Packager Receipt Packager Printer Type: This drop down list allows you to select the printer type for the packager printer on this station. In general you will use the printer type that matches the packager printer. You can also change the font of your bar printer by specifying a different printer type, for example the Ultra Large Print Support printer type will make your bar printing much larger. Label Printer Name: This drop down list allows you to specify the printer on the system that will be designated as the label printer on this station. Simply drop the list down and select the desired printer. An example label printer is the Eltron TLP Report Printer: This drop down list allows you to specify the printer on the system that will be designated as the report printer on this station. Simply drop the list down and select the desired printer. This is a typical desktop printer. Keep in mind that the closing report will be printed out on the receipt printer and not the report printer. Backup Prompt Time: This field allows you to specify the time that you want your automatic backup to be triggered. For example if you want the automatic backup to be started at 12am then simply enter 12am in this field. Automatic Backup: This option, when enabled, tells the software to automatically backup the database at the Backup Prompt Time which is specified in the Backup Prompt Time field mentioned above. This is highly recommended as frequent backups are essential to saving valuable data. A manual backup must be performed before the automatic backup can take place.

74 Chapter 6: Station Settings 74 Kitchen Tab (Figure 3.4) Purpose: The purpose of this tab is to specify the various kitchen printers for this particular station. #1-6 Kitchen Title: This field allows you to specify a name for your number one printer. For example, if you wanted this printer to be called Main Printer then type Main Printer in this field. Figure 3.4 Station Settings, Kitchen Tab Printer: This drop down list allows you to specify the printer on the system that you would like to designate as the kitchen printer(s). Simply drop this list down and select the desired printer. Type: This field allows you to specify the printer type for the Kitchen printer. Usually you will select the printer type that matches your printer. For example, if you have a Epson TM-U200 as the kitchen printer, then select one of the Epson TM- U200 printer types from the Type drop down list. You can also increase the font by selecting the Ultra Large Printer types from this drop down list. This might make the words too big to fit on the ticket so use with caution. Figure 3.5 Station Settings Pref 1 Pref 1 Tab (Figure 3.5) Automatically Recognize this Stations Cashier as the Default Employee Without Login: This option tells the software to automatically recognize the cashier on this station as the default employee. This eliminates the need to enter an access code when performing functions in the POS. Automatically Show All Orders As the Default Order Type In Order Recall: This option tells the software to show All Orders whenever the user goes to Recall in the POS. For example, whenever you go into Recall you will see all orders regardless whether they are Take Out, Dine In, Drive Thru, Etc. If your restaurant does large amounts of business, the load time of the recall screen will increase and become a problem. It is a good idea to uncheck this if you are noticing this issue.

75 Chapter 6: Station Settings 75 Automatically Show Currently Logged In Servers Orders In Recall: This option tells the software to automatically show the currently logged in servers orders in Recall. For example, if Jon uses Recall and enters his access code, then all orders that are shown are only Jons orders. This option is another way to speed up the access time when using the Recall button. Do Not Prompt User To Enter Customer Phone Number For Take Out On This Station: This option tells the software Not to prompt the user for the customers phone number when taking a Take Out order. By default the user will be prompted to enter the customers phone number. Do Not Prompt User to Print Guest Check When Finished In Order Entry Screen: This option tells the software NOT to prompt the user to print a guest check once the order has been completed in Order Entry. By default the software will prompt to print the check at the completion of the order. Blind Settle With Cash Tender In Order Entry: This option, when enabled, does not prompt the user to enter in the amount tendered. The software will assume that the amount collected was the exact amount due. Mark This Station as A Drive Thru Station: This option tells the software to mark this station as a drive thru station. This option is used in conjunction with the Drive Thru Orders Use Drive Thru Stations in Store Settings > Pref. Configure this Station To Handle Fast Bar Services (No Table\Bar Tab Type Selection): This option tells the software to bypass the table selection and Bar Tab creation and takes the user directly into the order entry screen for quicker use. This option is useful in fast paced bar type scenarios. This option is also the same as the Enable Fast Food Service only on a per station basis. Enable Bar Tab Services for This Station: This option tells the software to enable Bar Tab services for this specific station. With this option enabled, you will have the ability to create bar tab orders on this station. Bar Tab Caption: This field allows you to enter a custom caption for your bar tab. For example if you want your bar tab to be called Recovery Room then type that in this field. This will print before the customers name on the Guest receipt when it prints out. Enable PCCharge\Active Charge Credit Card Interface: This option enables the PCCharge\Active Charge interface, which allows you to accept credit cards directly through the NextPOS Software. Program Path: This field allows you to define the path to the Active Charge\PCCharge executable file so that you can run credit cards from this station. User Name: This field allows you to define your username for the PCCharge credit card interface. This info can be found in the PCCharge program under Setup > Users.

76 Chapter 6: Station Settings 76 Settles Only: This drop down list allows you to specify 1 specific order type that this station can settle. For example if you want this station to only settle Dine In Orders then select Dine In from the drop down list. Direct Login Screen: This drop down list allows you to specify the screen that you want the system to go to whenever an access code is just entered or access card is swiped from the Main POS screen. For example if you wanted the system to go directly to the Dine In screen when an access code is entered or access card swiped then simply select Dine In from this drop down list. This is useful with MSR cards in allowing a card to be swiped when in the Main POS screen and going straight to the Dine In or Recall screens, logging in the user at the same time. Station Specific Picture: This field allows you to specify the picture that you want to show on the right side of the Main POS windows. To use this field simply click on the button with 3 dots on it and select the picture that you would like. To remove the picture simply click the Red X. Pref 2 Tab (Figure 3.6) Station Receipt Message: This option allows you to enter in a message specific to this station. For example, if you wanted the ticket to say Thank You for Visiting our Restaurants Bar, Come Again! you would enter this here. Figure 3.6 Station Settings Pref 2 Journal Printer: This option allows you to print out a duplicate of the guest receipt on an additional printer. When you specify a printer here, it will create an exact duplicate of the guest receipt. Journal Printer Type: This field allows you to specify the printer type for the Journal printer. Usually you will select the printer type that matches your printer. For example if you have a Epson TM-U200 as the Journal printer then select one of the Epson TM-U200 printer types from the Type drop down list. Remote In House Charge Printer: This option allows you to print out a duplicate of the In House Charge Slip on an additional printer. When you specify a printer here is will create an exact duplicate of the In House Charge Slip. Receipt Logo Control Code: This option allows your receipt printer to print your companies logo on the receipt. To use this option you will need to enter the receipt logo control code, which can be obtained by consulting the user manual that came with the receipt printer. The Epson control codes are natively supported.

77 Chapter 6: Station Settings 77 Packager Logo Control Code: This is the same as the above option except it is used for the package printer. Stay in order entry screen after order if finished: This option allows the user to stay in the order entry screen after the Send or Settle buttons are pressed. By default you will be sent to the Main POS screen. Stay in Settle Screen: This option allows the user to quickly settle orders. Once you have settled an order it will bring up the Recall Order screen to allow you to select the next order to settle. Stay in Table Selection Screen After Dine In Order Completes: This option allows the user to stay in the table selection screen once a dine-in order is complete. This will make the order entry process one step faster. This option also assumes the same server is currently logged in. Pref 3 (Figure 3.7) Dine In Use Quick Service Order Screen: This option allows you to use the Quick Service screen for Dine In orders. Bar Tab Use Quick Service Order Screen: This option allows you to use the Quick Service screen for Bar Tab orders. Figure 3.7 Station Settings Pref 3 Take Out Use Quick Service Order Screen: This option allows you to use the Quick Service screen for Take Out orders. Drive Thru Use Quick Service Order Screen: This option allows you to use the Quick Service screen for Drive Thru orders. Delivery Use Quick Service Order Screen: This option allows you to use the Quick Service screen for delivery orders.

78 Chapter 6: Station Settings 78 Figure 3.8 Station Settings Port Settings Screen Port Settings Tab (Figure 3.8) Purpose: To change the port settings for various POS devices. Caller ID Com Port: In this field you will specify the COM port your Caller ID device is connected to. Caller Id Init String: In this drop down list you will choose which Init string your modem needs to operate. If you re going to be using the YES-TELE Caller ID box, choose the Yes-Tele Caller Id Box from the drop down list. If you are using the U.S. Robotics 56k Internal WinModem the AT command is AT#CID=1. For any other modem type, refer to the modems user manual to find the AT commands. Use this information to determine the correct Caller ID Init String. Pole Display Com Port: If you are using a pole display, you will select the Com port this device is connected to. Pole Message Row 1: In this field you will enter the message that you want to show up on the first row of your Pole Display. For example if you want the first row to say Pizza Factory, enter Pizza Factory in this field. Pole Message Row 2: In this field you will enter the message that you want to show up on the second row of your Pole Display. For example, if you want the second row to say Best Pizza In Town, enter Best Pizza In Town in this field. Home Control Code: This field will have the code that determines where the Home position of the cursor is. If you are using the UTC command set than you will not need to enter the code in this field. If you don t use the UTC command set than you will need to refer to the users manual of your Pole Display for this code or contact the manufacture. Hide Cursor Control Code: This field will have the code that hides the cursor. If you are using the UTC command code you will not need to enter the code in this field. If you are not using the UTC command code you will need to refer to the users manual of your Pole Display for this code or contact the manufacture. Serial Cash Drawer Port: In this drop down list you choose the Com port that your Serial Cash drawer is connected to. This is only used if you directly connecting your cash drawer to your computer. If you have the cash drawer connected to the printer this field will not be used.

79 Chapter 6: Station Settings 79 Cash Drawer Open Code: If you are using a SERIAL driven cash drawer you need to enter the code to open the cash drawer in this field which is usually BEL. If BEL does not work contact the manufacturer of the cash drawer to ask for the cash drawer open codes. Remember this is only used in cash drawers that are directly connected to the computer. Weight Scale Com Port: This drop down menu will allow you to select the Com port your weight scale is connected to. Weight Scale Type: NextPOS for Restaurants supports the 6700 family of weight scales which can be selected from this drop down menu. Advanced Buttons: These buttons allows the user to configure the port settings for each of the different Com Ports. These settings will override any Windows settings you may have. Com Port: This is the Com Port you are currently working with. Port Settings: This field displays the Baud Rate(9600), Parity(n), Data Bits(8), and Stop Bits(1). To change these settings, modify the entry to what your device requires according to the devices user manual. For Example, if the Cash Drawer is shipped by the manufacturer with the settings of: Figure Advanced Com Port Settings Baud Rate: 300 Parity: Odd Data Bits: 7 Stop Bits: 2 You would enter 300,O,7,2 without the quotes. Handshaking: This drop down menu allows you to select the type of Flow Control you are using. Buffer Settings and Other Settings are only here for Expert Level users and should not be changed under most circumstances.

80 Chapter 7: Security Settings 80 Security Settings (Figure 3.9) Figure 3.9 Security Settings The Security Settings are where you customize your restaurants security levels. The Security Name field is the name of the currently selected security option. The Minimum Security Level specifies the minimum-security level required to access the currently selected security option. The Override Security Level specifies the minimum security required for overriding the security option. The Security Enforced checkbox is used to turn the security feature on and off. Not all security options will be enabled. If the field is disabled then the security option will not function. The following is a list of the security explanations. Accessing Delivery Status: This security setting lets you specify the minimum level of security required to access the Delivery Status feature in the Main POS menu. Accessing Driver Tracking: This security setting lets you specify the minimum level of security to access the Driver feature in the Main POS menu. Adjust Price In Order Entry: This security setting lets you specify the minimum level of security required to change the menu item price when in the Order Entry screen. Approve Cash Register Discrepancies: This security setting lets you specify the minimum level of security required to approve a cash drawer discrepancy issue when the cashier is performing a Cashier Out. Access Back Office: This security setting lets you specify the minimum level of security required to access the Back Office. Cash Discount Amount Entry: This option lets you specify the minimum level of security required to use a cash discount in Order Entry. Apply Credit Usage Require Manager: This option lets you specify the minimum level of security required to apply a credit to an order in the Order Entry screen. Access Daily Closing Report: This option lets you specify the minimum level of security required to review the Closing Report in Operations > Revenue Center screen. This security setting will also disable the Revenue Center and In House Charge buttons in Operations.

81 Chapter 7: Security Settings 81 Discount Require Manager: This option lets you specify the minimum level of security required to apply a discount toward the order or item in the Order Entry screen. Edit Delivery Compensation Amount: This option lets you specify the minimum level of security required to modify the delivery driver compensation amount when in the Customer Information screen. Edit Unpaid Employee Time Cards: This option lets you specify the minimum level of security required to edit any unpaid employee time cards inside the Time Card screen. Create New Orders: This option lets you specify the minimum level of security required to create a new order. Exclusive Cash Register Access: This security will block other employees from gaining access to the cash drawer or Settle functions on this station when the cashier is signed in, except for those employees/managers with security levels greater to or equal to the Override Security Level. Exclusive Server Access: This security will block other servers from accessing the current servers orders for edit or print, unless their security level passes the Override Security Level specified here. Approval of Clock in Time Not on Schedule: This security setting will specify the minimum level of security required to perform a forced employee clock in. The forced employee clock in is useful when they are working but are not scheduled to do so. Issue Refund To Customer: This security setting specifies the minimum level of security required to issue a refund to the customer. This also sets the security for reverting orders to unpaid status. Maintain Customer Credits: This security setting specifies the minimum level of security required to create new customer credits. Maintain Gift Certificates: This security setting specifies the minimum level of security required to access the Maintain Gift Certificates in the Back Office under Activities > Customer Activities > Maintain Gift Certificates. Access Manual Modifier Screen: This security setting specifies the minimum level of security required to go into the Manual modifier entry screen when inside the Modifier screen in Order Entry. Access Miscellaneous Features In Operations: This security setting specifies the minimum level of security required to access the Inventory Activities button in the Operation screen.

82 Chapter 7: Security Settings 82 Do Not Print Duplicate Order To Bar: When you enable this setting, the system will not send already printed items to the bar printer as long as there are no changes to the order. Do Not Print Duplicate Order To Kitchen: When you enable this setting, the system will not send already printed items to the kitchen printer as long as there are no changes to the order. Access No Sale Feature: This security setting specifies the minimum level of security required to access the No Sale feature. If the employee is the cashier for this drawer, this feature will still be enforced. Access No Sale Require Explanation: This security option lets you require an explanation as to why a No Sale was performed. Access No Sale Require Manager: This security option lets you require a manager to perform a No Sale. Apply Gratuity Require Manager In Order Entry: This option lets you specify the minimum level of security required to apply an order gratuity when inside the Order Entry window. Issue Pay Out To Vendor: This security setting lets you specify the minimum level of security required to make a Pay Out operation. Recall Existing Order: This security setting lets you specify the minimum level of security required to perform the Recall feature. Accept Gift Certificate Redemption: This option lets you specify the minimum level of security required to apply a Gift Certificate payment type. Cashier Sign In/Cashier Sign Out: This security setting lets you specify the minimum level of security required to perform Cashier In and Cashier Out operations. This will also disable the Frequent Diner and Other Tools buttons in Operations. Apply Surcharge Require Manager: This security setting lets you specify the minimum level of security required to apply a surcharge to an order in the Order Entry screen. Accept Complimentary Payment: This security setting lets you specify the minimum level of security required to make an order complimentary. Accept In House Charge Payment: This security setting lets you specify the minimum level of security required to apply an In House Charge Payment. Void Order or Items: This security setting lets you specify the minimum level of security required to void orders or items.

83 Chapter 8: Standard Information Setup 83 Postal Codes (Figure 3.10) The postal codes can be found in the Back Office under Setup > General Settings > Postal Codes. In this window you will enter the information for the Zip Codes in your area. City: This is where you will enter the city associated with this postal code Figure 3.10 Postal Codes Screen State: This is where you will enter the state associated with this postal code. Postal Code: This is the postal code associated with the city and state. Delivery Charge: This will be the delivery charge that will be applied when this postal code is used. You can leave this field blank if you do not wish to charge for delivery to this postal code. Delivery Compensation: This is where you will specify the amount of money the driver will get for compensation while delivering. Delivery Streets (Figure 4.0) The purpose of Delivery Streets is so that you can specify which streets your restaurant will deliver to. Also you can give the streets map codes so when you choose a street it will give you the map code and you can then check these against your restaurants map. Street Name: In this field you will enter the name of the street that you are defining. Figure 4.0 Delivery Streets Screen Address From: In this field you will enter the first address on this street that delivery is offered. Address To: In this field you will enter the last address on this field that delivery is offered.

84 Chapter 8: Standard Information Setup 84 Map Code: In this field you will enter a code for the street that you are defining (the code is created by the user). The map code will be the code on a map on the wall that defines where a location is. For example, wall maps have codes on them telling you where locations are on the map. These are codes like B3 or D2. You can enter those codes into the software for each address so when you call up and address, it will say B3 and you will look on the wall map and see where B3 is located. Delivery Charge: In this field you will enter the amount of money that your restaurant that will charge for delivery on this street. This must be entered in to have the Delivery Charge show up when taking a Delivery Order. Delivery Compensation: In this field you will enter the amount of money that you will give to your driver for deliveries made on this street. This must be entered in to have the Delivery Compensation show up when taking a Delivery Order. Postal Code: This is the postal code where this street is located. No Delivery: This option is used when your restaurant does not want to offer delivery to this street. There is an alternative to this method of finding the streets that the orders that need to be delivered are on. You can use Microsoft Streets & Trips 2001/2002 software to show you where the address is at on the map. You must have the software running and minimized on the computer. When you type in the name of the street in NextPOS and press See Map the software will automatically bring up that address and street and give you the route to get there. The only drawback with this method is that it may not be as accurate as with the Delivery Streets method. NOTE: NextPOS for Restaurants will only work with Microsoft Streets & Trips 2001/2002. No other type of mapping software will work with this feature.

85 Chapter 8: Standard Information Setup 85 Dine In Table Groups (Figure 4.1) You can access the Dine In Table Groups dialog window in the Back Office under Setup > Table Setup > Dine In Table Groups. The purpose of this window is to specify the groups that your dine in tables will fall under. This must be done prior to create actual tables. Figure 4.1 Table Group Screen Table Group No. 1-5: In this field you will enter the name of the table group. For example, Main Dining Room would be one. Add, Edit, Delete: These will add, edit or delete a table group. Figure 4.2 Dine In Table Selection Screen Dine In Tables (Figure 4.2) This dialog window is here so that you can specify the tables and the way that they are laid out for your particular restaurant. Dine In Tables can be accessed in the Back Office under Setup > Table Setup > Dine In Tables. There can be up to 72 tables in each of the Dine In Table Groups. The first step in setting up the Dine In Tables, once you are inside the Dine In Tables window, is to locate the drop down box that says Table Groups above it. In this drop down list you will choose the table group that you want to work on. If you have not already made Table Groups, click on the button directly next to the drop down list and this will take you to the window to set them up. Once you have chosen the group you will be working on, click on one of the blank gray buttons in the main part of the dialog window. Once you click on one of these buttons, the Dine In Table Editor will appear. This screen also gives the manager the ability to assign tables to servers. This will allow the servers to only see their tables when they use the Dine In option is the Main POS screen. This will keep servers from getting confused about what tables they are responsible for during the day. To use this option, select the server from the drop down list and select the table that will be assigned to this server. The table will turn green telling you the table is selected. If you switch to a different server, the table will be red telling you is already assigned. If you need to start over click the Clear Table button.

86 Chapter 8: Standard Information Setup 86 Dine In Table Editor (Figure 4.3) Dine In Table Name: In this field you will specify the Dine In tables name. This is usually a number or some type of table designation. Total Seats: This is the max number of seats this table will have. Picture: This is where you will specify a picture for this table button. Figure 4.3 Dine In Table Editor Screen Smoking Section: This option tells the software that this table will be in a smoking section. Near Windows: This option tells the software that this table will be near a window. Booth Seating: This option will tell the software that this table has booth seating. Private Seating: This option tells the software that this table will be away from the public seating. Hibachi Table: This option tells the software that this will be a hibachi table. Hibachi Table Style: This option tells the software which way the table will be facing. Hibachi Left Side, Top, Bottom, Right Side Seats: This will be the amount of seats that are on each respective side. Hibachi Can Bridge To: This option tells the software which Hibachi table this table will bridge to. Hibachi Bridge Seats: This option tells the software how many seats will be created using the bridge.

87 Chapter 8: Standard Information Setup 87 Cash Trays (Figure 4.4) The purpose of this dialog box is to let you maintain the cash trays used by your restaurant. Cash trays are usually the insert trays for your cash drawers. By having multiple insert trays defined, you will be able to quickly switch cash trays during operations. You can access the Cash Trays in the Back Office under Setup > General Settings > Cash Trays. Figure 4.4 Cash Trays Screen Cash Tray ID: This is the ID number the software assigns to this cash drawer. Cash Tray Name: This field allows you to give this cash tray a name such as AM Bar for the Bar working the AM Shift. Hide Cash Tray: This option will hide the cash drawer from users in the Main POS screen. Note: Cash Trays with a name with SB at the start are cash trays assigned to the Servers using Staff Banking. These cannot be edited. Figure 4.5 Surcharges Screen Surcharges (Figure 4.5) The order surcharges are generally used for adding any extra charges to the order inside the Order Entry screen. For example, a hotel attached restaurant may have a 15% Room Service Charge. A carry out order may have a $1.00 extra charge for packaging. All of these examples could utilize the order surcharge feature to add on top of the existing order total. You can also specify the minimum ticket total for surcharge waiver. You can access the Surcharges in the Back Office, under the Setup > General Settings > Surcharges. Surcharge ID: This is the ID number the software assigns the Surcharge. Surcharge Name: This field allows you to assign a name to this surcharge. This can be any name you wish. Surcharge Amount: This field allows you to enter the amount of the surcharge. This number will be a dollar amount or percent.

88 Chapter 8: Standard Information Setup 88 Amount Basis: This drop down menu will allow you to select which type of surcharge this is. This can be Currency meaning a dollar amount or Percent, which is percentage based. Min Ticket For Waiver: This field allows you to specify the dollar amount the ticket needs to be to waive the surcharge. Surcharge Description: This field allows you to enter in a description explaining what this surcharge is used for. Hide Surcharge: This will hide this surcharge when it s no longer used. Discounts (Figure 4.6) The purpose of this feature is to let you create and or maintain discounts that your restaurant may offer. You can access the Discounts in the Back Office under Setup > General Settings > Discounts. Discount ID: This is the ID the software assigns this discount. Figure 4.6 Discounts Screen Discount Name: This field allows you to assign a name to this discount. This can be any name you wish. Discount Amount: This field allows you to enter the amount of the discount. This number will be a dollar amount or percent. Amount Basis: This drop down menu allows you to select the basis on which this discount will be used. This can be Percent, Currency, or Maximum Amount Charged. Maximum Amount Charged will only work with menu items and not the entire order. Discount Expire Date: This field allows you to specify a date on which this discount will expire. Min Ticket for Discount: This field allows you to specify an amount the ticket needs to be before a discount can be given. Discount Description: This field allows you to enter a description of what this discount is used for. Hide Discount: This option will hide this discount if it is not used anymore. Discount Barcode: This field will allow a barcode number to be entered for this discount. If you have the barcode made for the discount already, all you have to do is place the cursor in this field and scan the barcode.

89 Chapter 8: Standard Information Setup 89 Menu Item To Discount: This option allows you to define which menu item the discount will be applied to when the discount is scanned using the barcode feature. For example if you have 9 items on a ticket and you scan the discount for cheese pizza it will search for the cheese pizza on the ticket and discount just that item. This is useful if you have specials for certain items and you want to save time. Bank Card Files (Figure 4.7) The purpose of this dialog box is to let you maintain a list of bankcard files that you may associate for the bad checks that you may receive during operations. You can access the Bank Card Files in the Back Office under Setup > General Settings > Bank Card Files. Bank Name: This field allows you to enter a bank name. Figure 4.7 Bank Card Files Screen Phone Number: This field allows you to enter a phone number for the bank. Verify Funds By Phone: This option is reserved for future use. Hide Bank Card File: This will hide this bank card file when it is no longer used. Bad Check Reasons (Figure 4.8) The purpose of this dialog box is to let you maintain a list of bad check reasons for association with bad checks that you may receive during your operations. You can access Bad Check Reasons in the Back Office under Setup > General Settings > Bad Check Reasons. Figure 4.8 Bad Check Reasons Screen Bad Check Reason: This field allows you to enter a reason the check received from the customer was bad. Hide Reason: If this reason is no longer a reason for a bad check then you will want to put a check in this check box.

90 Chapter 8: Standard Information Setup 90 Bad Check Penalties (Figure 4.9) The purpose of this dialog window is to let you maintain a list of bad check penalties that you may associate with the bad checks that you may receive during your operations. You can access the Bad Check Penalties in the Back Office under Setup > General Settings > Bad Check Penalties. Figure 4.9 Bad Check Penalty Screen Bad Check Penalties: This field allows you to enter a name for the bad check penalty. Penalty Amount: This field allows you to enter the amount of money the customer will be charged for this penalty. Hide Penalty: This option allows you to hide the penalty when it is no longer used.

91 Chapter 9: Custom Printer Types 91 Field Name Descriptions (Figure 4.10) You can access the Custom Printer Types in the Back Office under Setup > General Settings > Custom Printer Types. Figure 4.10 Custom Printer Types Screen The purpose of this feature is to let you define your own custom printer types if they are not already supported in the software. This gives you the capability of supporting any POS receipt printer that you know the Escape Control Codes for. You will need to refer to your printers user manual for the Escape Control Codes and convert them into our coding method. This is explained in detail later in this chapter. Based On This Printer: This drop down field lets you choose the type of printer that this custom printer will be based on. Printer Type Name: This field allows you to enter the name you choose for this printer. The name of your printer can be anything that you want it to be you could even name it after yourself if you wanted to. Bold Font Code: This field allows you to enter your printers code for Bold Font. Non-Bold Font Code: This field allows you to enter your printers code for the Font that is not bold. Large Font Code: This field allows you to enter your printers code for Large Font. Small Font Code: This field allows you to enter your printers code for Small Font. Red Font Code: This field allows you to enter your printers code for Red Font. Non-Red Font Code: This field allows you to enter your printers code for Non-Red Font. Cash Drawer Code: This field allows you to enter your printers code for opening the Printer Driven Cash Drawer if your printer supports Printer Driven Cash Drawers. Auto Cutter Code: This field allows you to enter your printers code for automatically cutting off the paper when the printer is done printing, if your printer supports Auto Cutting. Buzzer Code: This field allows you to enter your printers code for the buzzer that goes off when the printer is done printing; if your printer has a buzzer that goes off, otherwise leave this field blank.

92 Chapter 9: Custom Printer Types 92 Small Font Columns: This field allows you to enter the number of Small Font Characters that you can have per one line on your printer. Large Font Columns: This field allows you to enter the number of Large Font Characters that you can have per one line on your printer. How To Convert Control Codes The fields in the custom printer types are coded in a different method than the actual codes that you will get out of your printers user manual. You will need to convert your control codes to the software s method of coding. Below is an explanation of how to convert these codes. The fields in the Custom Printer Types are coded for the decimal values. If your printer control code for line feed is LF, which is 10 in decimal value, format it to three digits, and then precede it with the capital character C. For example, LF will actually be entered in the Line Feed field as C010. Same idea applies to printer control codes that have multiple word combinations, such as ESC p. Simply figure out the converted code for ESC, and then figure out the converted code for p, and put them together in the field that they apply to. This would convert to C027C112. For easier conversions of the codes you can visit our website at For a conversion table that you can refer to when converting control codes.

93 Chapter 9: Custom Printer Types 93 Control Code Conversion Chart Below is a chart that will make converting the codes much easier. This is the same chart used on the website. Character HEX DECIMAL Character HEX DECIMAL NUL A SOH B STX C ETX D EOT E ENQ F ACK G BEL H BS I HT J 4A 074 LF 0A 010 K 4B 075 VT 0B 011 L 4C 076 FF 0C 012 M 4D 077 CR 0D 013 N 4E 078 SO 0E 014 O 4F 079 SI 0F 015 P DLE Q DC R DC S DC T DC U NAK V SYN W ETB X CAN Y EM Z 5A 090 SUB 1A 026 [ 5B 091 ESC 1B 027 \ 5C 092 FS 1C 028 ] 5D 093 GS 1D 029 ^ 5E 094 RS 1E 030 _ 5F 095 US 1F SP a ! b c # d $ e % f

94 Chapter 9: Custom Printer Types 94 & g h ( i ) j 6A 106 * 2A 042 k 6B B 043 l 6C 108, 2C 044 m 6D 109-2D 045 n 6E E 046 o 6F 111 / 2F 047 p q r s t u v w x y z 7A 122 : 3A 058 { 7B 123 ; 3B 059 7C 124 < 3C 060 } 7D 125 = 3D 061 ~ 7E 126 > 3E 062 del 7F 127? 3F

95 Chapter 10: Employee Setup 95 Job Titles (Figure 5.0) The purpose of this dialog box is to let you define the job titles that your restaurant will have. You will want to be sure to create as many of the job titles as necessary, since you will be assigning them to employees. You can access the Job Titles in the Back Office under Setup > Employee Setup > Job Titles. Figure 5.0 Job Title Screen Job Title: This field allows you to enter a Job Title name. For example you can have Manager as one job title. Default Security Level: This is the default security level the system will assign when a new employee is created with this job title. This can be changed later in the employees file if necessary. Default Pay Basis: This is the default pay basis the system will assign when a new employee is created with this job title. This can be changed later in the employees file if necessary. Default Pay Rate: This is the default pay rate the system will assign when a new employee is created with this job title. This can be changed later in the employees file if necessary. Default Receive Tips: This option will tell the software that this job title receives tips by default. This can be changed later in the employees file if necessary. Hide Job Title: This option will hide this job title when it is no longer used. Employee Files (Figure 5.1) The purpose of this dialog window is to let you maintain your restaurant s employee files. You are going to want to be sure to give your employees the appropriate security levels and unique access codes so that they will be able to access the areas of the software that they will need to access. You can access the Employee Files in the Back Office under Setup > Employee Setup > Employee Files. Figure 5.1 Employee Files General Tab

96 Chapter 10: Employee Setup 96 General Tab: First Name: This field allows you to enter the first name of your employee. Middle Initial: This field allows you to enter the middle initial of your employee. Last Name: This field allows you to enter the last name of your employee. Social Security Number: This field allows you to enter the social security number of your employee. Area Code + Phone No: This field allows you to enter the area code and phone number of your employee. Mailing Address: This field allows you to enter the mailing address of your employee. Mailing Postal Code: This field allows you to enter the mailing postal code of your employee. Job Title: This drop down menu allows you to choose a job title for your employee. If you have not created job titles previous to this, you can do this by clicking on the icon to the right of the drop down menu. Access Code: This field allows you to enter an access code employees will use to identify themselves to the system. This access code should be no more than 4 digits to make it easy for the employees to remember. This number cannot be changed if the employee has an open staff bank. Security Level: This drop down menu allows you to assign a security level to this employee. The level of security is important and should be given some thought. A typical setup is: 1: Cooks, Janitors, Dishwashers and anyone who does not need to use the system often. 2: Hosts/Hostess, Food Expeditors, and people who need to use the system but do not need to enter orders or deal in money exchange. 3: Wait Staff and anyone who will be taking orders and exchanging money with customers. 4: Managers and Senior Wait Staff who are responsible for other employees. 5: Owners and General Managers who need to make decisions concerning the operations of the restaurant. MSR Card: This field allows you to swipe an MSR card and have the card associated with this employee. To use magnetic cards put the cursor in the MSR Card field and then swipe the magnetic card through the card reader and this will automatically set up the scan code for that employee. Preferred Language: This drop down menu allows you to choose the language that this employee will be using when they are working with the system.

97 Chapter 10: Employee Setup 97 Order Entry Sec Lang: This option allows you to have the secondary language enabled. With this enabled the user will see the secondary languages you have used in the menu item editors secondary language field and any other secondary language fields in the software. Employee is Driver: This option allows you to choose if this employee is a driver for delivery orders. Payroll Tab (Figure 5.2) Date Hired: This field allows you to enter the date the employee was hired. Format is MM/DD/YYYY. Date Released: This field allows you to enter the date the employee was terminated or released from employment. Figure 5.2 Employee Files Payroll Screen Pay Basis: This drop down menu allows you to choose the pay basis this employee will receive. Pay Rate: This is the monetary value of pay the employee will receive based on the pay basis. Tips Received: This option allows employees to report tips received when clocking out. Use Staff Bank: This option tells the software this employee will be using Staff Banking as their means of taking and settling orders. If this option is enabled this employee will ALWAYS pay to their staff bank when settling orders they have taken. Use this option if your employees will be carrying money collected from customers until the end of the shift. Use Hostess Features: This option tells the software that this employee will need the ability to assign tables, assign tabs, and to perform reservations. Schedule Not Enforced: This option tells the software that the schedule for this employee will not be enforced. Is A Server: This option tells the software to include this employee as a server in the reports section. This is also used when a host/hostess needs to select a server for assigning a table. Cannot Finalize Cashier Out: This option disables the DONE button in the cashiers money count screen. Hide Employee: This option allows you to hide this employee when they no longer are employed at the restaurant.

98 Chapter 10: Employee Setup 98 Driver (Figure 5.3) You will only need to use this tab if the employee is a driver. Driver License Number: This field allows you to enter the drivers license number. Drivers License Expires: This field allows you to enter the date the driver license expires. Figure 5.3 Employee Files Driver Screen Car Insurance Carrier: This field allows you to enter the insurance companies name the driver is insured through. Insurance Policy Number: This field allows you to enter the policy number the insurance company has provided to the driver for coverage. Insurance Policy Expires: This field allows you to enter the date that the policy will expire. Insurance Policy Notes: This field allows you to enter any notes that you may want to record for this insurance policy. Below this option is a time stamp icon that will put the date and time of when the note was recorded. Notes Employee Notes: In this field you can enter any notes about this employee that you may want to keep on record. This option also has a time stamp to record the date and time of any notes.

99 Chapter 10: Employee Setup 99 Employee Schedules (Figure 5.4) The purpose of this dialog box is to let you maintain employee schedules for up to a week. You can also create employee schedules with split shifts. You can access the Employee Schedule in the Back Office under Setup > Employee Setup > Employee Schedules. Figure 5.4 Employee Schedules Screen Figure 5.5 Employee Schedule Editor Screen Once you are in the Employee Schedules window there is a drop down list in the upper left hand corner of the window. In this list you can pick what job title you need to create schedules for. The next step is to click on the name of the employee that you want to create the schedule for. You will want to pick the first day of the week that the employee will be working. After you have done this, click on the Add button on the right side of the window. A popup window will appear (Figure 5.5) and there will be two fields, Clock In Time and Clock Out Time. These fields allow you to enter the clock in and clock out times for this employee. You will also want to make sure that you enter all times your employees will clock in and clock out. For example, if you had an employee clock in at 8am and then goes to lunch at 12pm and then clocks in at 1pm and clocks back out 5pm you will need to enter two times the employee has on the schedule for one day. You will repeat these steps for all the days of the week that the employee is supposed to work. Next to every Add button is a check box that says Also. This is used to duplicate certain days schedules to make the schedule easier to create. For example if the employee is going to be working the same times for several days, then before you put any information in any of the days, check the Also box for all of the days that are going to have the same schedule. Then in one of the days that has the Also box checked enter the schedule for that employee and it will be duplicated for all of the other days with the Also box checked. One other feature in this window is the drop down list at the bottom left side of the window called Copy Schedule Same As. This is used if you have two or more employees that have the same schedule. If you are creating a schedule for Mike and he has the same schedule as Bobby and Bobbys schedule is already configured then simply choose Bobby from the drop down list in the Copy Schedule Same As.

100 Chapter 10: Employee Setup 100 Multiple Jobs Per Employee (Figure 5.6) With NextPOS for Restaurants you can assign employees multiple jobs with up to 5 jobs per employee. For example if you have an employee that is a prep cook and a dishwasher you will want to use this feature. Figure 5.6 Multi-Job Selection Screen Setting up employees with multiple jobs is quite simple. The first step is to put a check in the Employee With Multi Job Selection check box in the Back Office under Store Settings > Other > Additional Preferences. The next step in setting up a multiple job employee is to create as many identical employee files as the employee has jobs. Be sure that all of the files for this employee are exactly the same every field has to be filled in exactly the same. The only fields that can be different are the check boxes, and the only field that should be filled in differently is the Access Code field. Now employees with multiple jobs clocks in, the system will ask them which job they will be working on. If you want to setup schedules for each of the jobs that the employee has, select the employee file with the correct job title and create a schedule for this job. Repeat this for all of the employees jobs that you want to create a schedule for.

101 Chapter 11: Restaurant Menu Setup 101 Menu Categories (Figure 5.7) Figure 5.7 Menu Categories Screen Menu categories are used for reporting purposes only. It has nothing to do with the visual display of the menu in the Order Entry screen. You assign each menu item to a specific menu category, which will be shown when you create a sales report, to find out how much of each menu category has been being used. For example if you put all of your Beer and Wine in a category called Drinks, that you created, then when you run a Sales By Category Report, it will show you the summary total of the Drinks category sales information. You can access the Menu Categories in the Back Office under Setup > Menu Setup > Menu Categories. Menu Categories: This field allows you to enter a name for this category. Hide Menu Category: This option allows you to hide this menu category when it is no longer used. Note: Menu Categories are only used for reporting purposes and have no affect on the Order Entry screen.

102 Chapter 11: Restaurant Menu Setup 102 Modifier Builder Template Setup (Figure 5.8) Figure 5.8 Modifier Builder Template Setup Screen A new feature of NextPOS for Restaurants is the Modifier Builder Template. This is a very useful tool for setting up complicated menus with numerous possibilities of modifiers. Be sure to specify 8 categories in the Store Settings > Misc > Page 3 before continuing with this feature. You can access the Modifier Builder Template Setup in the Back Office under Setup > Menu Setup > Modifier Builder Template Setup. The first item on this page is the Modifier Builder Template Name. This is the white field you can type text into. You will specify the name of this particular template here. We will use Bar in this example. Figure 5.9 Modifier Builder Editor Screen Your next step will be to Save this template. This will create a template called Bar. When you click Save this will bring up the 8 categories that you have specified in the Store Settings > Misc > Page 3 that was mentioned earlier. Next you will select one of the 8 categories to display a screen with 48 available buttons to choose from. These buttons will be used to create modifiers or anything you want. If you want to have the ability to choose several modifiers on the same screen, this is the place to do it. For instance, in the Bar template we will want to create modifiers like salt, rocks, blended, etc. If you want to have more options with these modifiers, when you are in the modifier editor screen (Figure 5.9), choose the check boxes associated with the option you would like. You can also specify the additional cost of these modifiers and the cost of the options of these modifiers. This is useful in quickly creating all the modifiers for your restaurant. The last item, which will be discussed later, will be assigning the template to the menu item. This is very important.

103 Chapter 11: Restaurant Menu Setup 103 Menu groups (Figure 5.10, 6.0) Menu Groups are used for grouping the menu items into logical groups for visual display in the Order Entry screen. You can also put each of the menu groups on a timer, so that it could only be shown during the specified begin and end time. You can access the Menu Groups in the Back Office under Setup > Menu Setup > Menu Groups. Figure 5.10 Menu Group Selection Screen Setting up a menu group is very simple. The first step, once you are inside the Menu Groups window is to click on one of the available gray buttons. After you do this, the menu group editor will appear. Here you are going to enter the information for this menu group. If you want to move the menu group from one location to another, Right Click on the menu group and drag the button to the location you desire. Group Name: This field allows you to enter the name of the menu group you will be creating. Sec. Language: This field allows you to enter a secondary language for this menu group. This will show up when you choose to view the secondary language in your settings. Avail From Time: This field allows you to enter a start time that this menu groups will be available. Figure 6.0 Menu Group Editor Screen Avail To Time: This field allows you to enter a stop time that this menu group will be available. Picture: This allows you to choose a picture for this menu group. Show Caption: This option allows you to choose if you want the menu group name to appear below the picture. Pick Color: This option allows you to choose the color of the menu group button.

104 Chapter 11: Restaurant Menu Setup 104 Menu Items (Figure 6.1) The purpose of this dialog box is to let you maintain and create new menu items in your restaurant. You can access the Menu Items in the Back Office under Setup > Menu Setup > Menu Items. Setting up Menu Items is quite simple. The first step is to pick the menu group that you are going to be working with from the Menu Group drop down list at the bottom of the window. After you have chose the group you want to work in, you will have a selection of 32 available buttons. Choose one of these buttons to open up the Menu Item Editor. Figure 6.1 Menu Item Selection Screen Menu Item ID: This field has the number the database has assigned to the menu item. Item Has Same Attribute As: This will copy the configuration or Attributes of another menu item. This is useful in saving time when you have several items that have the same properties. Menu Item Full Name: This field allows you to enter a name for this menu item. The maximum number of characters here is 22. Secondary Language Name: This field allows you to enter a name in the secondary language, which is the equivalent of the Menu Item Full Name. Menu Category: This field allows you to select a category this menu item will be assigned to for reporting purposes. If you need to create or edit a menu category while in this screen, use the Icon to the right of the drop down list. Button Picture Name: This field allows you to enter a picture that will be used for this button. These should be files with the file extension of.bmp and should be no more than 42 x 42 Pixels with the caption and 54 x 120 without the caption. Show Caption: This option allows you to choose whether or not to see the text on the button when in the Order Entry screen when a picture is used. Large Picture Name: This field allows you to enter a picture that will be used when the Details function is used in the Order Entry screen. Pick Color: This option allows you to select the color this button will be.

105 Chapter 11: Restaurant Menu Setup 105 This is a Top Level Item: This option allows you to make this item a Top Level Item. This means you will now be able to create Sub-Level Items below this Top Level Item. For example, if you have several types of sodas your restaurant will offer, you would create a Top Level Menu Item called Soda. Under this Top Level Item you would create the different brand names for each of the sodas you offer. A Top Level Menu Item can also be referred to as the second tier in the menu structure. Jump to Group: This field allows you to select a menu group you want this Top Level Menu Item to Jump To when the button is pressed in the Order Entry screen. This is very useful if you want one button in the order entry screen to take you to another menu group without backtracking. Think of this as creating a Hyperlink in your Order Entry screen. Page 1 (Figure 6.2) Default Item Price: This field allows you to enter a price for the menu item that will be used by default. If you want this item to be open price, use This will bring up a dialog box allowing you to enter the price for this menu item whenever it is ordered. This is very useful for miscellaneous items not usually ordered. Figure 6.2 Menu Item Editor Page 1 Dine In Delivery Price: These fields allow you to enter prices for each individual order type. When an item is ordered using one of these types, the price defined will be used to charge the customer. If you are using Auto Pricing, the Auto Price will overrule the prices used here. Send To Printer At: This drop down menu allows you to select which printer this item will be sent to when the Settle, Cash Tender, or Send buttons are pressed in Order Entry. Show Modifier Type: This drop down menu allows you to select the default modifier type that will be shown when the Modifier button is pressed in the Order Entry screen. Barcode: This field allows you to enter the Barcode that will be assigned to this menu item. Menu Item is Available: This option tells the software to make the menu item button selectable in the Order Entry screen. If this is unchecked the button will still be visible but will not activate when pressed.

106 Chapter 11: Restaurant Menu Setup 106 Show Pizza Builder Screen: This option tells the software to show the Pizza Builder Screen when this item is selected in the Order Entry. When you select this option, a dialog box will appear asking you to select one of the four sizes or No Charge. Print Pizza Label: This option will automatically print out a pizza label to stick on the pizza box when a menu item is ordered. Sales Tax Will Apply: This option allows you to apply Sales Tax to this item. The name of this Tax will change if you change the Alias Name in Additional Preferences. GST Tax Will Apply: This option allows you to apply GST Tax to this item. The name of this Tax will change if you change the Alias Name in Additional Preferences. Liquor Tax Will Apply: This option allows you to apply Liquor Tax to this item. The name of this Tax will change if you change the Alias Name in Additional Preferences. Menu Item Can Be Discounted: This option allows you to specify if this item can be discounted or not. This is A Bar Drink Item: This option tells the software this item is a Bar Drink Item. This option is used in conjunction with the Bar Drink Items Will Not Charge Sales Tax found in Station Settings > Pref 2. Order Item by Weight: This option allows you to order this menu item by weight in the Order Entry screen. When this option is used, if the item is ordered, a weight dialog box will appear allowing you to specify a weight. If the weight scale is used, the weight will automatically appear in the dialog box. Kitchen Sort Number: This field allows you to enter a number that will be used when determining in which order the software needs to sort the menu items on the kitchen ticket. For example, all Appetizers will have the number 1, all the Salads will have a number 2, all the entrees will have a number 3. This option is used in conjunction with the Sort Kitchen Items Automatically On Kitchen Receipt option in Store Settings > Other > Additional Preferences > Page 5. Note: If you create a menu item and you would like to move it to a new location, you can Right Click on the Menu Item and drag it to the new location. When used with Top Level Items, it will also move the Sub Level Items with the Top Level Item. This eliminates the need to reselect the Sub Level Items if you Hide the Top Level Item.

107 Chapter 11: Restaurant Menu Setup 107 Page 2 (Figure 6.3) NOTE: The next three options cannot be used together and only one can be used at any one time. Menu Item Description: This field allows you to enter a description for this menu item. This can be something like the recipe for the menu item. Print To Additional Printers: This option allows you to choose additional printers this menu item will be sent to when the item is printed in the kitchen or bar. Figure 6.3 Menu Item Editor Page 2 Special Pizza Topping Charges: This option allows you to not charge or charge for the first specified number of toppings. For example, if you do not want to charge for the first 4 toppings on this pizza, you would select No Charge and type in 4 in the text field. Item Delivery Charge: This field allows you to enter an amount that will be charged if this item is ordered for Delivery. Item Delivery Comp: This is the amount your driver will be compensated when they deliver this item. Use Modifier Builder Template: This drop down menu allows you to choose which Modifier Builder Template you want to use for this menu item. These where created previously in the Modifier Builder Template Setup. This has to be selected for the Modifier Builder Template feature to be enabled. If you need to create or edit one, you can use the icon to the right of the drop down menu. Sub Level Item Notes: Menu Short Name: If this item is a Sub Level Item, you can specify a menu short name. This name will be displayed in the Order Entry screen and CAN be the same as another menu item short name. Sec Lang: This field allows you to enter the secondary language equivalent of the Menu Short Name.

108 Chapter 11: Restaurant Menu Setup 108 Menu Item Auto Prices (Figure 6.4) The purpose of this dialog box is to let you specify your menu items automatic price adjustment based on the day of the week, and the time of day. You can access the Menu Item Auto Prices in the Back Office under Setup > Menu Setup > Menu Item Auto Prices. Figure 6.4 Menu Item Auto Prices Screen Figure 6.5 Menu Item Auto Price Editor 1. Select the Menu Group you would like to work on using the drop down menu in the top left corner of the Menu Item Auto Prices screen. 2. Select the menu item from the list of items on the left side of the screen. 3. Press Add to bring up the Menu Item Price Editor. (Figure 6.5) 4. Specify a time to start the Auto Pricing in the Price Start Time field. 5. Specify a time to stop the Auto Pricing in the Price Stop Time field. 6. Enter any notes for this Auto Pricing. 7. Specify the price that will be used during this time in the Item Price field. 8. Repeat this for every day you will need auto pricing or use the Also option before you start if the times and prices will be the same for everyday. Notes: Another feature is the Copy Auto Price Same As drop down menu. Use this if another menu item has the same auto pricing as one you have already configured. If you are using different prices for the various order types, these prices will be ignored and the Auto price will be used.

109 Chapter 11: Restaurant Menu Setup 109 Menu Modifiers (Figure 6.6) The purpose of this dialog window is to let you specify the menu modifiers for your restaurant. The modifiers are instructions or adjustments to the main menu item, therefore they can t be setup to track inventory depletion by sales events. You can access the Menu Modifiers in the Back Office under Setup > Menu Setup > Menu Modifiers. Figure 6.6 Menu Modifiers Screen The first item on this screen is the Menu Modifier list on the left side of the screen. This is the full list of all the modifiers currently in your restaurant. Menu Modifier: This field allows you to type in the name of this modifier. Secondary Language: This field allows you to enter the secondary language equivalent of the Menu Modifier field. Additional Cost: This field allows you to enter a price that will be added any time this modifier is used. Picture: This field allows you to choose a picture that will be used for this modifier button. These pictures should be 42 x 42 pixels. Show Button Caption: This option allows you to choose if the name for this modifier will be shown on the button. Hide Modifier: This option allows you to hide the modifier when it is no longer used. Pizza Crust Type: This option allows you to specify if this modifier is a pizza crust. Pizza Topping: This option allows you to specify if this modifier is a pizza topping. If you select the Pizza Topping check box, the modifier will show up in the Pizza Builder screen. Also, when you select Pizza Topping, the software will ask you which pizza size you would like to assign this modifier to. If you do not want to assign the modifier to a specific pizza, Click Cancel. Bar Mixing Modifier: This option allows you to put this modifier in the Bar Mixing category when in the Modifier screen.

110 Chapter 11: Restaurant Menu Setup 110 Note: Use these naming conventions to add these modifiers to a specific group. 1) The Add modifier group: +, Add, With (i.e. + Salt, Add Cheese, With Pepper) 2) The Extra modifier group: Extra, More, Heavy (i.e. Extra Lemon, More Sauce, Heavy Chili) 3) The No modifier group: -, (i.e. Chicken, No Beef) 4) The Light modifier group: Light, Lite, Little, Easy (i.e. Light Sauce, Little Pepper, Easy Salt) 5) The Exchange modifier group: Exchange, Trade, Switch, Subs, To, -> 6) The Half modifier group: = = = (i.e. = = = 1 st Half = = =) 7) The Toppings modifier group: Any modifier with either the pizza crust type or pizza topping checked. The Bar Mixing modifier group: Any modifier with the bar mixing check box checked. Forced Menu Modifiers (Figure 6.7) Figure 6.7 Forced Modifier Definition Screen Figure 6.8 Forced Modifier Selection Screen The purpose of this dialog box is to let you maintain the forced modifier links. The forced modifiers are used as prompts to your server when they order an item that has choices that must be selected. For example, it is customary to select the meat choice and side dishes for a steak platter. In this case, the forced modifiers will popup as defined after that specific menu item has been ordered. You must first enter all Menu Items and Menu Modifiers before you can begin linking forced modifiers. Forced Modifiers can be accessed in the Back Office under Setup > Menu Setup > Forced Modifiers. Follow these steps to setup the Forced Modifiers. 1. Filter the modifiers using the drop down menu below the menu modifier window. 2. Select the menu item from the list on the left side of the window. 3. On the first popup and Click the Edit button. 4. The Forced Modifier Selection screen will appear. (Figure 6.8) 5. Put a check in the box next to the modifier you want to display on the right. These will be the modifiers that will automatically show when the menu item is selected. 6. Click Done when you have finished selecting all the modifiers for this popup. 7. Repeat this for any pop-ups you would like to define.

111 Chapter 11: Restaurant Menu Setup 111 Figure 6.9 Pizza Builder Screen Pizza Builder Summary (Figure 6.9) NextPOS for Restaurants has a special feature specifically for building pizzas, called the Pizza Builder Screen. The pizza builder screen will appear once you pick an item that has the Show Pizza Builder Screen box checked in the properties of the menu item. You can only access the pizza builder screen from inside the Order Entry screen. Notes: The following instructions will explain how to use the Pizza Builder Screen. 1. Select a pizza from the Order Entry screen. 2. Select the toppings you would like to see on the screen using the drop down menu in the top-center of the screen. If you are using toppings that are included in the price of the pizza you will want to choose No Charge. The toppings categories are defined in the Menu Modifier setup screen when you select the Pizza Topping option. 3. Select the type of crust the pizza will have using the crust modifiers. 4. Select how the pizza will be split up using the Entire Pizza, Half, Third, and Quarter options on the top-right side of the screen. 5. Highlight the section of the pizza you would like to work on. How many sections you have, is determined by how you split the pizza in the previous step. 6. Select the toppings you would like on this section of the pizza. Repeat steps 4 and 5 to complete the pizza if you have more than one section. 7. Press Finish. If you need to Double or Triple a topping, press the Double or Triple buttons before you select the topping. If you need to remove a topping, highlight the topping in the section where you have placed it and Click the remove button. If you need to modify the pizza other than to add toppings, use the Modifiers button like you would in the order entry screen.

112 Chapter 12: Restaurant Inventory Setup 112 Inventory Groups (Figure 6.10) The purpose of this dialog box is to let you maintain a list of the inventory groups for grouping your inventory items into the logical sections. You can assign inventory items to the inventory groups so that you can review your inventory items in better more understandable way, rather than seeing all inventory items listed randomly. You can access the Inventory Groups in the Back Office under Setup > Inventory Setup > Inventory Groups. Figure 6.10 Inventory Groups Inventory Group Name: This field allows you to enter a name for this inventory group Hide Inventory Group: This option allows you to hide this inventory group if it is no longer used. Inventory Locations (Figure 7.0) The purpose of this dialog window is to let you maintain a list of your inventory locations for grouping your inventory items into logical areas. You can access the Inventory Locations in the Back Office under Setup > Inventory Setup > Inventory Locations. Inventory Location Name: This field allows you to enter a name for this inventory location. Figure 7.0 Inventory Locations Display Sequence No.: This field allows you to enter a number to assign as the sequence number. This will determine the order in which the Inventory Locations will be displayed. Hide Location: This option allows you to hide this Inventory Location if it is no longer used.

113 Chapter 12: Restaurant Inventory Setup 113 Inventory Vendor (Figure 7.1) The purpose of this dialog window is to let you maintain a list of your inventory vendors. The inventory vendors can be linked to the inventory items, to show whom the preferred vendor for that particular item is. You can access the Inventory Vendor in the Back Office under Setup > Inventory Setup > Inventory Vendors. Inventory Vendor Name: This field allows you to enter a name for this Inventory Vendor. Figure 7.1 Inventory Vendors Screen Hide Inventory Vendor: This option allows you to hide this Inventory Vendor if it is no longer used. Inventory Items (Figure 7.2) The purpose of this dialog window is to let you maintain a list of inventory items that the restaurant buys or uses. The items defined in this dialog window will be used in the menu recipe definition. The following is an explanation of each of the fields so that you will be able to understand this important screen in more detail. You can access the Inventory Items in the Back Office under Setup > Inventory Setup > Inventory Items. Inventory Item Name: In this field you will enter the name of this inventory item. Figure 7.2 Inventory Items Screen Item Secondary Language: This field allows you to enter a secondary language equivalent of the Inventory Item Name. Pack Size Description: This field allows you to enter the total pack size description in descriptive words for this inventory item. For example, if your have an inventory item called Case of Bud and the pack size may be Case of 24 Bottles. Pack Size description is used for your descriptive purpose and is not used in the actual calculation of inventory quantities.

114 Chapter 12: Restaurant Inventory Setup 114 Pack Size Barcode: This field allows you to specify the pack size quantity barcode either from the box s UPC or your own barcode data. Place the cursor in this field and use the scanner to scan the barcode into the field. Each Item Barcode: This field allows you to enter a barcode for each individual item in the pack size. For example, each bottle of Budweiser in the case will also have a barcode that will be needed to calculate the inventory totals. Total Items Per Pack Size: If you have specified the Each Item Barcode, you should specify the total items per pack size in this field. You re basically telling the computer how many individually packed items there are per each pack size description. For example, take the Case of 24 Bottles as a scenario. The Total Items Per Pack Size should be 24 since there are 24 bottles in a case. Recipe Units / Pack Size: This field allows you to specify how much each of the pack size quantity will yield for the menu item recipe. For example, if the pack size quantity was a case of beef weighing 80 lbs. and your recipes call for ounces, you would enter 1280 to signify that there are 1280 recipe units per pack size. ( 80 pounds at 16 ounces per pound) Inventory Group: This drop down menu allows you to select the inventory group. Inventory Location: This drop down menu allows you to select the inventory location. Inventory Vendor: This drop down menu allows you to select the inventory vendor. Item Display Sequence #: This field allows you to specify the sort order of this inventory item for easier inventory counting. This will determine in which order the items will appear in the Physical Inventory Count Sheet found in the Back Office > Reports > Inventory > Physical Inventory Count Sheet. Pack Size Re-Order Point: This field allows you to specify what level you want the pack size to deplete to before that item is to be reordered. Pack Size Re-Order Level: This field allows you specify the amount that you want to replenish to when the item is reordered. Inventory Description: In this field you will enter the description of this inventory item. Pack Size Qty On Hand: This field allows you to specify the total pack size quantity that you currently have on hand. You should only modify this field when you first set up the inventory information. Afterwards, this field will automatically be adjusted by receiving inventory or physical inventory counts. If you notice the number in this field to be a decimal instead of a whole number, it s because the amount on hand is a decimal of the pack size and not the item size. For example, if you have a case of soda with 24 cans and you deplete one can the remaining will be 23/24 of a full case.

115 Chapter 12: Restaurant Inventory Setup 115 Cost Per Pack Size Qty: This field allows you to specify the cost per each of the pack size quantity currently on hand. You should only modify this field when you are first setting up the inventory information. Afterwards, this field will automatically be adjusted by receiving inventory or physical inventory count activities. Total Pack Size Qty Value: This field is automatically calculated based on the information from Pack Size Qty On Hand and Cost Per Pack Size Qty. Inventory Last Update Date: This field shows the last time this inventory item has been updated by the system. The receive inventory and physical inventory count will automatically adjust this field accordingly. Hide Inventory Item: This option allows you to hide this Inventory Item when it is no longer used. Menu Item Recipes (Figure 7.3) The purpose of this dialog box is to let you configure your menu item recipe so that your estimated inventory usage can be reviewed according to the sales activities. You can access the Menu Item Recipe in the Back Office under Setup > Inventory Setup > Menu Item Recipes. Figure 7.3 Menu Item Recipe Editor Screen This section is crucial to enable the Inventory Item Depletion feature in NextPOS for Restaurants. The following instructions will explain how to use the Menu Item Recipe Editor. 1. Choose the Menu Item that you will be creating a recipe for in the list on the left side of the window. 2. In the Inventory Item Name field you will enter the name of one of the inventory items that is going to be used. 3. Enter the number of units this item will use in the Units Used field. 4. Click the Add button. This will add the inventory item and the units used, to the recipe. 5. Repeat steps 2, 3, and 4 if there are more items in this recipe. 6. Click Save. Notes: At the bottom of the window there is a button that says Update Price. You will use this button if you want to change the price of this item to the Minimum Retail Price. If you need to remove an item from the recipe, highlight the item and press the Remove button in the top-right corner of the screen.

116 Chapter 13: Time Card System 116 Clock In To the Time Card (Figure 7.4) The Time Card is a very useful tool and is quite easy too learn how to operate. The Time Card feature can be found on the Main POS menu in the lower left corner of the screen. The following instructions will explain how to use the Time Card screen. Figure 7.4 Employee Time Card Screen During Clock In 1. Click on the Time Card button in the main POS screen. A popup window will appear asking you for your access code. Put in your access code and Click Enter. From here you are taken to the Employee Time Card window. 2. Click on the Clock In button. If you are using staff bank and you have the Auto Start Emp. Bank When Clocked In feature turned on, your staff bank will be automatically started with a starting balance of $0. 3. If you are using staff bank and do not have the Auto Start Emp. Bank When Clocked In feature turned on you will have to Click on the Start Staff Bank button before you start your shift. Note: When employees with multiple jobs (that are specified in the software) clock in, the system brings up a popup window asking you what job you will be working on. (Figure 7.5) Figure7.5 Multi-Job Selection Screen

117 Chapter 13: Time Card System 117 Clock Out From the Time Card (Figure 7.6) The following instructions will explain how to use the Time Card screen. Figure 7.6 Employee Time Card Screen During Clock Out 1. The first step in clocking out of the Time Card is to Click on the Time Card button in the main POS screen. 2. Click on the Clock Out button. This will clock you out of the time card. 3. If you are using Staff Banking then you must first Click on the End Staff Bank button and follow the steps to end the bank. Once the Staff Bank has been ended then you will be able to clock out of the system. Review Current Earnings Report (Figure 7.7) One of the buttons in the Time Card window is the Earnings Report button. The purpose of this button is to allow you to review your current earnings for the current pay period. To use the current earnings feature simply Click on the Earnings Report button. A window will appear with your current earnings for you to review it on the screen or print it out. When you are done with the Earnings Report, Click the OK button. Figure 7.7 Employee Current Earnings Report Screen

118 Chapter 13: Time Card System 118 Review Current Work Schedule (Figure 7.8) The purpose of this button is to review your current work schedule. To do this all you have to do is simply Click on the View Schedule button in the Time Card window. You can review the schedule on the screen of you can print it out. Once you have finished simply Click the OK button. Figure 7.8 Employee Work Schedule Screen Edit Unpaid Time Cards (Figure 7.9) The purpose of this button is to allow an employee to edit an unpaid time card. Click on the Edit Time Cards button. A window will appear allowing you to edit the time card for that employee. An employee without the proper security level will NOT be able to use this feature. The following instructions will explain how to use the Edit Time Cards screen. Figure 7.9 Edit Unpaid Time Cards Screen 1. Select the Time Card on the left side of the screen. 2. Use the Hour and Minute buttons to adjust the times on the card. 3. Click Save to save any work you have done at any point. 4. Click Done. Notes: You can also adjust the reported tip amount after the person has clocked out using the Tips button. To change the time to a previous day, adjust the time using the Hour button until the hour time is 12:00AM. If you Click the Hour button again the date of the time card will be changed since it has been rolled back to before 12:00AM.

119 Chapter 13: Time Card System 119 Send Local To Other Employees (Figure 7.10) The purpose of this button is to let you send to coworkers. Click on the New button to bring up the New Local Message screen. The following instructions will explain how to use the New Local Message screen. Figure 7.10 New Local Screen 1. Choose which employees you want to send the to by putting a check in the box next to their name using the list of names on the left side of the window. If you want to send to a certain group of employees you would choose the appropriate group from the drop down list titled To Employee(s) at the top of the window. This will select all of the employees for that job title. 2. Once you have picked the people that you want to send the to, type your message in the Message field. 3. Click the Send button. Notes: If you decide that you no longer want to send the , Click the Cancel button. If you have any new , when you go into the New window, it will tell you that you have new mail.

120 Chapter 14: Order Entry System 120 Using the Table Filter Feature (Figure 8.0) The table filter feature allows you to filter the tables based on the information that you specified for the table when it was created in Table Setup. Once you are in the Table Selection screen use the following instructions to use the Table Filter feature. Figure 8.0 Table Filter Screen 1. Click the Filter Table button. A list of buttons will appear on the right side of the window. These buttons are; Total Guests, Smoking Section, Near Window, Booth Seating, Private Seating. 2. Select one of the available buttons to see which tables are available for seating. These tables will blink if they are available. 3. Once you find a table that is available, Click on the table to start the order entry process. Using the Hostess & Reservation Feature (Figure 8.1) Figure 8.1 Hostess Features Screen This feature allows any employee using the Hostess feature to assign a table or bar tab as well as take reservations. Use the steps below for the Hostess &Reservation features. 1. Click on Assign Table. 2. Choose which server you would like to assign the table to. 3. Enter the number of guests that will be seated. 4. Click Select OR 1. Click on Assign Tab. 2. Choose which server you would like to assign this tab to. 3. Click Select

121 Chapter 15: Using Reservations 121 Figure 8.2 Reservation Screen Reservations Feature (Figure 8.2) 1. Click on the Reservations button in the Table Selection screen. This is where all of the current reservations (if any) will be shown. 2. Click the New button. If you want to edit a reservation then select the reservation from the left side of the window and Click Edit. 3. The next screen is the Reservation Editor screen. (Figure 8.3) Here you will enter all of the reservation information. Enter the date of the reservation in the Reservation Date field. Figure 8.3 Reservation Editor Screen guest entered. 4. In the Reservation Time field you enter the time of the reservation. You can use the up and down arrow buttons to change the time. 5. Enter the name of the party in the Party Name field. Click on the button with the keyboard if you need an on-screen keyboard. 6. Enter in the Occasion, Telephone, Credit Card, and Who Pays information in the appropriate fields. 7. Use the Adults, Children, Highchair, and Wheelchair buttons to specify the number of each type of guest. There must be at least one 8. Specify the type of seating the customer would like to reserve by clicking Smoking Section, Near Windows, Booth Seating, Private Seating. 9. Enter any notes (up to 256 characters) in the Notes field. 10. If this reservation is cancelled, press the Reservation Cancelled button and Click the Done button. 11. When the customer arrives for there reservation, select the reservation from the list on the left side of the screen and then Click the Arrival button. NOTE: Only employees that have the Use Hostess Features check box in their employee file checked can use the hostess and reservation features.

122 Chapter 16: Order Entry System 122 Create New Order Dine In Orders Figure 8.4 NextPOS for Restaurants provides customers with a very userfriendly way to create new orders. Learning how to create new orders takes a very short time so you will not spend a lot of time teaching your employees how to use the system. Follow the instructions below to use the Order Entry system. 1. Click on the Dine In button on the main POS screen.(figure 8.4) 2. Enter your employee access code. 3. If you have Bar Tab services enabled, a popup window titled Dine In Type will appear. (Figure 8.5) 4. Choose Table or a Bar Tab. If you choose Table, the Select Table Number screen will appear. If you choose the Bar then you will get a window that says New Bar Tab. (Figure 8.6) Figure 8.5 Figure Select the Table Group you would like to choose from on the right side of the screen. 6. Click the table number you wish to enter an order under. (Figure 8.7) 7. Once you have selected the table, enter the number of guests you will be serving. The default number of guests is configured in the Table Setup. Figure 8.7

123 Chapter 16: Order Entry System 123 Take Out 1. Click on the Take Out button on the Main POS screen. (Figure 8.8) 2. Enter your access code in the popup window that will appear. 3. Enter the customers phone number. Figure Enter all of the customers information in the Customer Info screen. (Figure 8.9) If this is an existing customer their information will be in this window. 5. Click Finish. Figure 8.9 Notes: You can also review their order history by clicking on the Order History button. This will bring up the Order History screen. (Figure 8.10). Once you are in this window you can select the order that you want to review. If the customer is going to order the same thing as the order being reviewed, Click the Duplicate This button. This will then take you into the Order Entry with all the items already listed. Figure 8.10

124 Chapter 16: Order Entry System 124 Drive Thru 1. Click on the Drive Thru button on the main POS screen.(figure 9.0) 2. Enter your access code. Figure If you have the Drive Thru Timing feature enabled, the Drive Thru Timing screen will appear allowing you to select which orders have been completed or create a new order. (Figure 9.1) Figure 9.1 Delivery Figure Click on Delivery in the Main POS screen.(figure 9.2) 2. Enter you Access code. 3. Enter the customers phone number. 4. Enter all of the customers information in the Customer Info screen. If this is an existing customer their information will be in this window. 5. In this screen you can also get map directions to the customers location.

125 Chapter 16: Order Entry System 125 Figure 9.3 Notes: All you need to do to make the map feature work is have Microsoft Streets & Trips 2001/2002 in the background. Launch the Microsoft Streets & Trips 2001/2002 software and then launch the NextPOS for Restaurants software. Once you have this setup then enter the address of the customer and CLICK the See Map button (Figure 9.3) and a map to the customers site will be shown. Microsoft Streets & Trips 2001/2002 are the only mapping software titles that will work with NextPOS for Restaurants. Operating The Order Entry Screens Operating the order entry screens in NextPOS for Restaurants is very easy to learn. Below we have provided detailed instructions on operating the screens that will make the learning process much easier. Figure 9.4 Menu Groups Screen Once you have created a new order you will be brought into the Order Entry screen.(figure 9.4) This screen has many features, so below are some instructions on how to do many of the tasks in the order entry screen. Ordering Menu Items Figure 9.5 Order Entry Screen 1. Click on the Menu Group that you will be working in. 2. Click on the Menu Item that you would like to order.(figure 9.5) 3. Select any Forced Modifiers that are required for this Menu Item. 4. The menu item will appear in the ticket area on the top right side of the screen with any Forced Modifiers you have selected.

126 Chapter 16: Order Entry System 126 Forced Modifiers When using Forced Modifiers you can only choose one modifier for every Forced Modifier popup window. (Figure 9.6) Once you choose a modifier from the Forced Modifier popup window, the window will either disappear or it will popup again with the same/different modifiers. This all depends on how the forced modifiers for that specific Menu Item are setup. So to recap you can only choose ONE choice from each forced modifier popup window. Figure 9.6 Forced Modifier Screen Applying Modifiers To An Order Modifiers are a helpful tool if you need to edit the order with options other than the ones that have already been entered for that order. Figure 9.7 Modifier Screen 1. Click the Modifiers button at the bottom right side of the Order Entry screen to access the Modifiers screen.(figure 9.7) 2. Click on an item in the upper right side of the screen. Below are descriptions of the features in the Modifers screen. Modifier Type: This list allows you to pick which modifier category you want to use. NOTE: This button allows you to enter a special note on the order. Double and Triple: If you click on either of these buttons, every modifier you choose will be either a double or triple order of the modifier. For example if you want to have double mustard on something, Click the Double button and then click on the mustard modifier to double it. Adjust Mod Price: This button is used for adjusting the price of a modifier. If you want to adjust the price of a modifier, Click on the Adjust Mod Price button, then click on the modifier you want. A dialog box will appear and ask for the price of the modifier. Key in the price and Click Enter.

127 Chapter 16: Order Entry System 127 Figure 9.8 Modifier Screen Manual Entry: This button will allow you to manually enter the modifier you want. Click on the Manual Entry to bring up the Manual Entry screen. (Figure 9.8) Here you can choose the menu item that you want to modify and type in the modifier that you want. For example if you wanted to add relish to an item, you would select the item from the list on the left and in the field that says Modifier Name you would type in Relish and click the Add button. If you want to remove something then you would type No Relish. If you type in a modifier that doesn t already exist, the system will automatically add that modifier to the database. The Modifier Selector button is used to return to the main modifier screen. Discounts 1. CLICK on the Discounts button on the lower right side of the Order Entry screen. 2. There are three types of discounts. (Figure 9.9) 3. The first choice is Discount Order. This will allow you to discount the entire order. 4. The next choice is Discount Item. This will allow you to discount only certain items. 5. The last choice is Cash Discount you can use this to apply a cash discount to an order. Figure 9.9 To Discount An Entire Order 1. Click on the Discount Order button. The Select Discount screen will appear. (Figure 9.10) 2. Choose the type of discount that you want to apply to this order. Figure 9.10

128 Chapter 16: Order Entry System 128 To Discount Certain Menu Items 1. Click on the Discount Item button.(figure 10.0) 2. Choose the item that you want to discount in the Discount Items screen (Figure 10.1). 3. Select the discount you wan to use for this item. (Figure 10.2) 4. Click Close Figure 10.0 Figure 10.1 Figure 10.2 To Apply A Cash Discount 1. Click on the Cash Discount button. (Figure 10.3) 2. A dialog box will appear and ask you to enter the amount that is going to be discounted. (Figure 10.4) 3. Click on the Enter key and the discount will be applied. Cash discounts can only be used for discounting the entire order not just certain items. Figure 10.3 Figure 10.4

129 Chapter 16: Order Entry System 129 Settling an Order To settle an order, you must access the Settle screen through one of many ways. Settle button in the Main POS screen. 1. Click the Settle button in the Main POS screen. 2. Select the order you need to settle. (Figure 10.5) 3. Choose the form of payment that is to be used in the Settle Order screen. (Figure 10.6) The types of payments that can be used are set up in the back office under the Services tab. 4. Other features that can be used in the Settle Order screen are Gratuity, Print, Discount, Split, and Combine. Figure 10.5 Figure 10.6 Settle button in Order Entry. 1. Click on the Settle button in the lower right corner of the Order Entry screen. (Figure 10.7) 2. Choose the form of payment that is to be used in the Settle Order screen. (Figure 10.8) The types of payments that can be used are set up in the back office under the Services tab. 3. Other features that can be used in this version of the Settle Order screen are Gratuity, Print, Discount, and Authorize Charge. The Authorize Charge button allows you to quickly authorize the credit card right after the order is entered into the system commonly used by fast food type environments. Figure 10.7 Figure 10.8

130 Chapter 16: Order Entry System 130 Cash Tender If the customer wants to pay with cash and you don t want to go through the Settle feature then you can simply use this feature to tender strictly cash. To do this, Click Cash Tender on the lower right hand corner of the Order Entry screen. A popup window will appear and prompt you to enter the amount of cash that was tendered. Fill in the amount using the keypad and Click Enter. If the customer does not have exact change, on the right side of the popup window there are several estimates on the amount that could be tendered. If any of these estimates are correct, click on the desired option and Click the Enter button to complete this transaction. Other Features in the Order Settle Screen Gratuity: 1. Click on the Gratuity button to apply a gratuity to an order. The gratuity screen will appear and you will have 3 choices; percent, dollar, and difference. To apply a percent based gratuity, Click the Percent button. A dialog box will appear and prompt you to enter the gratuity percent. Enter the percent and Click Enter. 2. To apply a dollar amount gratuity Click the Amount button. A dialog box will appear and prompt you to enter the amount of the gratuity. Enter the dollar amount and Click Enter. 3. To apply a difference gratuity, a gratuity in which the change from the amount tendered is the gratuity, Click on the Difference button. A popup window will appear and prompt you to enter the amount that was tendered. Enter the amount and Click Enter. Discounts: Refer to the Discounts section of the manual. This button will bring up the Discount type screen allowing you to select the type of discount to use with this order. Print: This prints a copy of the guest receipt.

131 Chapter 16: Order Entry System 131 Split: Refer to the Split Order section of the manual. Combine: Refer to the Combine order section of the manual. Settle Screen Options Once you have finished entering all the gratuity and discounts, you will want to begin to settle the order. What you need to do is Click on the form of payment that you are going to be using from the choices on the right side of the screen. Cash: For cash payment types Click on the Cash button. A dialog box will appear and prompt you to enter the amount tendered. On the right side of this window are some estimated amounts that may be tendered. If you want to use one of these, Click on the button that has the amount that you want. If you don t see the amount that you want, manually enter in the amount that was tendered. Once you have the amount that needs to be tendered, Click Enter to finish the settlement. Credit Card: If a customer is paying by credit card there are two ways to settle this order. This is with Staff Banking or by being signed in as the cashier. These will be covered separately for clarification.

132 Chapter 16: Order Entry System 132 Staff Banking 1. Click Recall in the Main POS screen. 2. Choose the order you would like to recall. 3. Click Authorize Charge. 4. Swipe the card being used to pay the order. 5. Take the receipt to the customer to be signed and to have a tip added to the amount. 6. Bring the signed receipt with the tip amount on it back to the POS station. 7. Click Recall in the Main POS screen. 8. Select the order you would like to settle. 9. Click Pay to Staff Bank. 10. Add the Tip amount by Clicking on Gratuity and entering the amount. 11. Click the type of credit card that was used to pay the order. 12. Click process. Cashier 1. Click Recall in the Main POS screen. 2. Choose the order you would like to recall. 3. Click Authorize Charge. 4. Swipe the card to be used for this order payment. 5. Have the guest sign the receipt and add the tip. 6. Bring the signed receipt back to the POS station. 7. Click Settle in the Main POS screen. 8. Choose the order to be settled 9. Enter the tip amount. 10. Select the type of credit card used to settle the order. 11. Click Process. ATM: If the customer is paying by ATM card, Click the ATM/Debit Card button. Follow the steps used in Cash to complete this transaction.

133 Chapter 16: Order Entry System 133 Check: If the customer is paying by check, Click on the Check button. This will take you to the Check Scan feature. (Figure 10.9) Here you will enter the bank routing number in the Bank Routing field. You can either enter it from the keyboard or you can Click on the button with a keyboard on it. This will bring up the key pad so that you can enter the number on a touch screen. If you make a mistake and you want to erase the number, Click on the button with a pencil eraser and this will erase the number. The next field is the Checking Account Number field. Here you can enter the checking account number. The last field is the Drivers License Number field. Here you can enter the customers Drivers License information. Once you have entered all of the information, Click the Verify button. The system will then prompt you to enter the amount that was tendered. Enter the amount that was tendered to complete this transaction. Figure 10.9 Check Scan Screen Gift Certificate: If the customer is using a Gift Certificate to pay for their meal, Click on the Gift Certificate button. This will bring up the Enter Gift Certificate Number keypad. Enter the Gift Certificate number located on the receipt (Figure G-1). Figure G-1

134 Chapter 16: Order Entry System 134 House Account: This allows the customer to put the order amount on a charge account set up by the restaurant. If the customer has the credit limit to support charging the order it will prompt if you want to charge this order to the customers account. Say Yes or No to complete/deny the settlement. Complimentary: This will allow the user to Comp the meal and enter any amount they wish to Discount. This is useful to managers wishing to discount meals with an exact amount. This button can also have a security placed on it so not all employees have access to it.

135 Chapter 16: Order Entry System 135 Applying A Hold Time To An Order or Item With NextPOS for Restaurants you can attach a hold date and time to an order or a specific order item. 1. The first step in applying a hold time is to click on the Hold button on the lower right side of the order entry screen. 2. The Item Selection Screen will appear and you can choose if you want to put a hold on an entire order or on just an order item. To do this either click on the Hold Item or the Hold Order button. 3a. If you choose to hold the entire order you will be sent directly to the Set Hold Until Time Screen. Here you will select the date and time you want to hold the order. If you want to put an order on hold until further notice, then simply select the Stop Hold Until Notified button at the bottom of the window. This will put a message on the kitchen ticket saying to hold this order until they are notified to make it. If you decide that you don t want the hold time then click the Clear Hold Time button. 3b. If you chose to hold just an item from the menu then after you click on the Hold button in the order entry screen, in the popup window you will choose the item that you want to hold by putting a check in the box next to the name of the item. Then you click the Hold Item button. After you have done this then follow the same steps described in putting a hold time on an order, mentioned above. If you decided that you retract the hold time on the order then click on the Hold button in the order entry screen. Instead of Hold Order or Hold Item the buttons will read Clear Order and Clear Item. Select the one you need and it will clear the hold time. Note: If you want to retract a hold time after the order has already been sent then you need to recall the order and remove the hold time and then re-send the order.

136 Chapter 16: Order Entry System 136 How to Apply a Credit 1. If a customer has a credit with the restaurant and you wants to apply it, then the first thing that you need to do is click on the Credit button in the lower right corner of the order entry screen. 2. The Customer Lookup Type screen will appear and ask you for the customers Phone, Account Code, MSR Card, Customer Name. Enter in the appropriate info depending on what option you selected. 3. The Customer Credit Selection screen will appear with a list of all of the credits that that specific customer has. Choose the credit that you want to apply to this order and click the Accept button. This will apply the credit to the order. Note: If you need to apply more than one credit you will need to select the credit option again but when it asks if you want to remove the previous credit you will choose No. This will allow you to select another credit. After you select the credit it will ask if you would like to combine these credits together. You will choose Yes and the second credit will be applied to the order.

137 Chapter 16: Order Entry System 137 Surcharge If your establishment has surcharges that you use, you can apply those surcharges here. To use Surcharges, Click on the Surcharge button in the lower right corner of the Order Entry screen. (Figure 10.10) This will bring you to the Select Surcharge screen. (Figure 11.0) Here you will choose the surcharge that you want to apply. Once you have selected the Surcharge, it will add the surcharge to the ticket. Figure 11.0 Miscellaneous This button gives you many options that may be used in the Order Entry screen. To use the Miscellaneous feature, Click on the Misc button in the Order Entry screen. This will bring up the Miscellaneous dialog window with 19 options. (Figure 11.1) Below are detailed instructions on what each of these features does and how to use them. Figure 11.1 Misc Screen in Order Entry

138 Chapter 16: Order Entry System 138 Change Price: This feature lets you change the price of an item. Only employees with high enough security clearance can use this feature. To use this feature, Click on the Change Price button. A keypad will appear and prompt you to enter a managers access code. Enter an access code with high enough security clearance to bring up the Change Price window. Here you will select the items to bring up the Enter New Unit Price dialog box. Enter the new price and Click Enter. Assign Seats: This feature is only available on Dine In type of orders. It is used to assign ordered items to certain seats. Click on the Assign Seats button inside the MISC window. The Assign Seats window will appear with the menu items. Click the item that you want to assign to a seat to bring up the Seat Assignment window will appear where you can choose the seat that you want to assign that item to. Once you have picked the seat, you will be brought back to the Assign Seats window were you can either pick more items or you can Click Close to finish with assigning seats. Clear Order: This feature lets you clear all of the items that have been ordered for this order as long as the order has not already been sent. Click on the Clear Order button in the MISC window. A confirmation window will appear allowing you to verify you do want to clear all ordered items. Void Items: This feature lets you void certain items or reduce the quantity of items from an order. Click on the Void Items button to bring up the Reduce Existing Items screen. Here you will choose the item(s) that you want to void or reduce. Once you have chosen the item that you want to void, Click on the Void Line button to void the item or all items in that line. If you want to reduce the quantity of an item, choose the item and Click Reduce. Every time that you Click the Reduce button it will take away one item from the quantity. Once you have finished reducing or voiding all of the items that you want, Click Done.

139 Chapter 16: Order Entry System 139 Order Info: This feature lets you change the Type this order is classified under. For example, if you had a Delivery order and wanted to change it to a Dine In order, you would use this feature. CLICK on the Order Info button in the Misc window to bring up the Order Info screen to pick what type of order that you want to change the current order to. If you click either Take Out or Delivery then a popup window will appear and prompt you to enter the customers phone number. When you enter the phone number, if the customer has an account, the system will bring up their account information. If the customer does not have an account, you will need to create one for them. After you have finished with the customers account info, the system will bring you back to the Order Entry screen with the type of order changed to whatever you specified. If you choose to change to a Dine In order then you will need to Click Dine In from the Order Info screen. Once you have chosen Dine In you will be prompted to pick a table and then to enter the total number of guests that will be present. After you have entered this information, the system will bring you back to the Order Entry screen. Change Server: This feature lets you change the server that is assigned to an order. Click on the Change Server button in the Misc window. The Enter New Server Access Code keypad will appear. Enter the access code of the employee that is going to be taking over this order. Click Enter to complete the change Gratuity: This feature lets you add the gratuity to an order. Click on the Gratuity button in the Misc window to bring up the Gratuity screen. Select either Percent, Amount or Difference depending on what type you are adding. If you select Percent as the type of gratuity, the Enter Gratuity Percent keypad will appear. Enter the percent and Click Enter to apply the gratuity to the order. If you select Amount as the type of the gratuity, the Enter Cash Gratuity Amount keypad will appear. Enter the amount and Click Enter to apply the gratuity to the order. If you select Difference as the type of gratuity, the Total Tendered keypad will appear. Enter the total amount that was tendered and Click Enter. This will make the tip amount the difference between the tendered amount and the amount of the ticket.

140 Chapter 16: Order Entry System 140 No Sale: This will open the cash drawer for an employee with a high enough security clearance. The security clearance for this feature is located in the Back Office under Security Settings > Access No Sale Require Manager. Re-Order Items: This feature lets you Re-Order items that have already been ordered. Click on the Re-Order Items button in the Misc window to bring up the Re-Order Existing Items screen. Here you pick the item that you want to re-order. Every time that you click on an item it adds one more to the order. This is useful for complicated orders that had many modifiers and would take too long to re-order using the Order Entry screen. Split Order: This feature is used to split checks. Click on the Split Order button in the Misc window to bring up the Number of Additional Checks To Create keypad. Enter the number of additional checks to create and press Enter. The Split Order screen will appear asking how many guests to assign to the first additional check. Enter the number of guests to start assigning items to checks. Click on the check you want to create from the buttons on the top-left side of the window. Click on all of the items that you want to assign to this check. Once you have assigned all of the items to this check, Click on another check (if there is one) and follow the same steps to assign items to that check. After you have finished assigning items to the checks, Click the Finish button. Combine Orders: This feature lets you combine different orders together. Click on the Combine Order button in the Misc window to bring up the Combine Orders screen. If the orders that you want to combine are not shown in the popup window, Click Search to find the order that you want to combine. When you click on the order that you want the Combine Current Order screen will appear and show a review of that order. If this is the desired order then Click the Accept button. If it is not the desired order then Click the Cancel button.

141 Chapter 16: Order Entry System 141 Recall Order: This feature is the same as the Recall button in the Main POS screen. This will bring up the Recall Order screen allowing you to recall an order. Customer Name: This feature allows you to attach a customers name to a ticket. Click on the Customer Name button in the Misc window to bring up the Pop up Keyboard screen allowing you to type in the name of the customer. Click the Finish button. This will add the customers name to the order below the number of guest on the ticket. Cust. Look Up: This feature allows you to search for customers by Phone, Account Code, MSR Card, or Customer Name and links the order that you are creating to the customers account. Click on the Cust. Lookup button in the Misc window to bring up the Customer Lookup Type screen. In this popup window there will be four buttons, Phone, Account Code, MSR Card, and Customer Name. If you are going to be using the Phone search method, enter the customers phone number. If you are using the Account Code search method, after you have clicked the Account Code button, enter the account code in and Click Finish. If you are using the MSR Card search method, after you have clicked the MSR Card button, swipe the magnetic card through the magnetic card reader. This will bring up the account specified for this card. If you are using the Customer Name search method, after you have clicked the Customer Name button, type in the name of the customer and Click the Finish button. After you have done this, the system will bring up another popup window with a list of all of names that match the name that was typed in. Choose the customers account to bring up the Review Customer Information screen. If the information is correct, Click Done. Anytime you type in a phone number and there is no customer for that number, you will need to create the customer file before you can continue. Tax Exempt Sale: This feature allows you to make the current order tax exempt. Click on the Tax Exempt Sale button to bring up a confirmation screen. Click on the Yes button to make the order tax exempt. If you want to take a tax exemption off of an order then Click on the Tax Exempt Sale button and the system will ask if you want to remove the Tax Exemption. Click on Yes to remove the tax exemption.

142 Chapter 16: Order Entry System 142 No Kitchen\Bar: This feature allows you to specify whether or not you want this order to be sent to the kitchen\bar. To use this feature simply Click on the No Kitchen\Bar button and Click either Yes or No. Create Labels: This feature allows you to create labels for menu items that are ordered by weight. Click on the Create Labels button to bring up the Weighted Menu Item Label Generator. This screen allows you to select the menu item and specify the Unit of Measure along with the Expiration Date. Use the on-screen keyboard if necessary to enter this information. Once you have filled in these fields, enter the total weight of the menu item. This will calculate the price of the order and display it onscreen. Order By Barcode: This feature allows you to order items by scanning barcodes that you created for them. Click on the Order By Barcode button at the bottom of the Misc window to bring up the Order Entry By Barcode screen. Here you will scan the barcode and the item will be ordered. If the item has any forced modifiers then the system will allow you to select them. If you want to void an item, Click the Void button and void or reduce items as normal. For more information on voiding items refer to the Void subsection of the Miscellaneous section. You can also add menu modifiers, order by weight if the item is able to do so, or order by quantity by clicking on the appropriate buttons. Once you are finished with the popup window Click the Close button. Lock Screens: This feature allows employees with high enough security clearance to lock or disable all of the features in the Misc window. Click on the Lock Screens button in the Misc window. A keypad will popup and prompt you to enter your access code. Enter the access code and CLICK the Enter key. If you entered an access code with high enough security clearance, the screens will be locked and will not be usable until someone with high enough security clearance takes off the lock. Follow the same procedures to remove the lock.

143 Chapter 16: Order Entry System 143 Customer Info This feature allows you to review the customers info after the order has been assigned to a customer. To review the customers info Click on the Cust Info button at the bottom right side of the Order Entry screen. The Customer Information screen will come up. All of the customers info will be in this screen. You can review the customers order history by clicking the Order History button. This will bring up a popup window allowing you to choose which order that you want to review. If you want to duplicate one of the orders, select the order and Click the Duplicate Order button. In the customer info screen there are four buttons Prank Calls, Bad Checks, Credits, Charges. If the customer has any of these, the appropriate button will be flashing. You can review the info in these sections by simply clicking on the button that you want to review. If this is a Delivery order and you have Microsoft Streets & Trips 2001/2002 running in the background then you can Click on the See Map button and a map will be shown for the address info that is given. Once you have finished with customer info screen Click on the Finish button to get back to the Order Entry screen. Chaining Orders This feature allows you to chain orders together and print separate guest receipts. For example, if a group of people came in and they were all ordering together and they wanted separate checks, you would use this feature. To chain orders, start the first order and once you have finished Click the Chain button in the Order Entry screen. A confirmation popup window will appear asking if you want to start a Chain of orders. After clicking Yes, enter the order for the next ticket and Click Chain again. Repeat these steps for every order that is going to be on the chain. After you have done all of the orders and you are done with the last order Click the Send button to send the order. The kitchen copy of the ticket will be one print out but the guest receipts will print out separately. Sending an Order The Send button in the Order Entry screen is used to send the order to the printers. Once you have finished the order and you are ready to send it to the printers, Click the Send button at the bottom right side of the Order Entry screen. Details Button After you have selected a menu group there will be six buttons at the bottom of the screen one of those buttons is the Details button. This button is used to get the details of items. After toggling the Details button, Click the menu item that you want to review the details for. This will bring up the Menu Item Details screen where you can review the info for this item. Once you are done reviewing the info in this window Click the Close button. If you would like to order this item from inside this screen, then you may do so by Clicking the Add button. You will need to follow the above instructions every time that you want to review the details of an item.

144 Chapter 16: Order Entry System 144 Void Button The Void button at the bottom of the Order Entry screen is exactly the same as the void button in the Misc. screen. When you select Void, either choose to void the entire line or reduce the items. Half Button After you have selected the menu group that you want to work with, there will be a button at the bottom of the Order Entry screen that says Half. This feature is used to order half the amount of a menu item. To use this feature, Click on the Half button and select the item that you want half quantity for. This will order half the quantity of that item. You will need to follow these steps every time that you order an item at half quantity. Weight Button The Weight button is used to order items by weight. To use this feature, Click on the Weight button and select the item that you would like to order by weight. After you have clicked on the item that you want to order by weight, the Enter Total Weight keypad will appear and prompt you to enter the weight that is to be ordered. Click the Enter key to complete this item. Quantity Button The Quantity button is used to order more than one of an item at a time. Click on the menu item that you want to order more than one of. The Enter Total Quantity keypad will appear and prompt you to enter the total quantity of this item. Enter the quantity and then Click the Enter key. Menu Groups The Menu Groups button is used to return to the menu groups. To use this Click on the Menu Groups button and this will return you to the Menu Groups screen.

145 Chapter 16: Order Entry System 145 Recall Existing Orders Recalling orders is the basically the same for all types of orders. Recalling an order is very simple and takes but a few minutes to learn how to use. To access the Recall screen, Click on the Recall button on the Main POS screen. Once you are inside the Recall screen you can recall an order in a variety of different ways. One way is by the order type, to do this all you have to do is Click on the order type button at the bottom of the screen this will recall all orders for that specific type of order. Another way to recall orders is to use the Quick Search method. To do this first you must decide which search method you want to use, ticket number or order number. You choose this by clicking on the button on the bottomleft corner of the keypad until the button says the method that you want to search by. Then simply enter the ticket or order number and Click the Search button. Another way to recall orders is by server. For example, an employee can go to recall and see all of the orders that they wrote up. Click on the My Orders button in the lower right corner of the Recall screen. After you have done this than all of the orders that are displayed will be orders that a specific server has taken. Please note that which ever access code is entered to access the recall screen, only that employees orders will be seen. You can also recall orders by either All Orders or by Open Orders. To do this you will need to go into the recall screen and in the lower right corner of the screen there will be a button that either says All Orders or Open Orders. Click on this button until the caption in the box reads the desired method that you want to search by. All Orders will show all orders including Voided and Settled orders. One other feature in the recall screen that may be of some use is the Show List button. This button allows you to see a list of all of the orders for that current day. Voiding the Entire Order With NextPOS for Restaurants you can void out an entire order. Click on the Void button on the Main POS screen. Enter your access code to bring up the Select Order to Void screen. Here you can pick the order that you want to void. After you select the order you want to void, the Void Reason screen will appear. Here you will enter the reason for this void.

146 Chapter 16: Order Entry System 146 Reverting an Order In the Recall screen, after you select an order, you can also revert an order that has been settled to change it to an open order again. Once you are in the Recall screen, select the settled order you would like to revert. Select the Revert Settlement button to bring up the Revert Settlement Authorization keypad. Enter an access code with a high enough security to revert the settlement. Once the access code has been entered, the software will ask for confirmation if you really want to revert the settlement. Once you have confirmed the decision it will notify you that the order has been reverted. Figure A-1 Quick Service Screen Quick Service Screen (Figure A-1) A new feature to NextPOS for Restaurants is the Quick Service screen. This screen allows you to have all the ordering features on one screen. This will dramatically improve the speed of entering in and settling orders and also switching between employees during operations. This layout incorporates the Modifier Builder Template which is used to display the modifiers on the right side of the Quick Service screen. On the left side of the screen is the Menu Groups. Use the arrow keys below the groups to display more groups in your menu. Next to the Menu Groups is the number of items you would like to order. Highlight the number and select the menu item you would like to order. This will order the number of items you have specified. Next to the numbers are the menu items. These will change depending on what menu group you are in. If you select a menu item in the screen that has a Modifier Builder Template assigned to it, it will display the modifiers to the right of the menu items. By default the onscreen receipt will take up the whole right side of the screen but when an item is order with a template assigned, it will become smaller to display the modifiers. Most of the options available in the normal screen layout will be in the Quick Service screen. One of the main improvements is the ability to quickly change from one employee to another while still staying in the same screen. This is useful for bartenders who are working side by side with another bartender and need to switch quickly between the two. This is done with the Sign Out button. Once you are done with the order, you can sign out and leave the system ready for the next bartender to start an order by entering their access code. Another improvement is the ability to change the order type on the same screen quickly. This is useful if you have a bartender that handles other order types as well as Bar Tabs.

147 Chapter 16: Order Entry System 147 One more improvement is the ability to settle an order with one click. This is done by Clicking on the denominations of money across the top of the settle options. These will be auto-calculated by what the order total is. Other options have been brought to the main screen to improve the speed of ordering items. An example is the Re-order button. This will help save time of ordering the same items several times that have complicated modifiers associated with them. One example is a bar drink that the customer wants a specific way every time they order it. This can be used to order that drink with two Clicks. Other features that can be accessed with the Misc button in quick service are shown in figure A-2. These options are the same as in the normal screen layout. Figure A-2 Misc Screen in Quick Service